Mansion House Financial Planning

www.mansionhousefinancialplanning.co.uk

We provide Wealth Management and Financial Planning services for higher earning City Professionals. This process involves combining bespoke and tailored lifestyle financial planning with the award winning* Wealth Management available to us as a Senior Partner Practice of St. James's Place Wealth Management. This is delivered by an experienced Chartered Financial Planner and Fellow of the Personal Finance Society who puts the client at the heart of his philosophy. Many clients of MHFP are aiming to achieve financial independence, allowing them to 'do what they want', rather than being guided by financial reward. This could mean working on more pro-bono cases, starting their own firm or simply putting their feet up in sunnier climes. Our clients typically include: - Law firm Partners - C-Suite Executives - Business owners - Professional Sportspeople St. James's Place 2022 Awards: Best Advisory Service – Online Personal Wealth Awards Wealth Management Company of the Year – City of London Wealth Management Awards St. James's Place 2021 Awards: Wealth Management Company of the Year – City of London Wealth Management Awards Best Wealth Planning Team – Wealth Adviser Awards Best High Net Worth Team – Wealth Adviser Awards The value of your investment with St. James's Place may rise as well as fall. You may get back less than you invested. Mansion House Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Read more

Reach decision makers at Mansion House Financial Planning

Lusha Magic

Free credit every month!

We provide Wealth Management and Financial Planning services for higher earning City Professionals. This process involves combining bespoke and tailored lifestyle financial planning with the award winning* Wealth Management available to us as a Senior Partner Practice of St. James's Place Wealth Management. This is delivered by an experienced Chartered Financial Planner and Fellow of the Personal Finance Society who puts the client at the heart of his philosophy. Many clients of MHFP are aiming to achieve financial independence, allowing them to 'do what they want', rather than being guided by financial reward. This could mean working on more pro-bono cases, starting their own firm or simply putting their feet up in sunnier climes. Our clients typically include: - Law firm Partners - C-Suite Executives - Business owners - Professional Sportspeople St. James's Place 2022 Awards: Best Advisory Service – Online Personal Wealth Awards Wealth Management Company of the Year – City of London Wealth Management Awards St. James's Place 2021 Awards: Wealth Management Company of the Year – City of London Wealth Management Awards Best Wealth Planning Team – Wealth Adviser Awards Best High Net Worth Team – Wealth Adviser Awards The value of your investment with St. James's Place may rise as well as fall. You may get back less than you invested. Mansion House Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Read more
icon

City (Headquarters)

London

icon

Employees

1-10

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Director

    Email ****** @****.com
    Phone (***) ****-****

Reach decision makers at Mansion House Financial Planning

Free credits every month!

My account

Sign up now to uncover all the contact details