Lordstone Financial Planning was founded in 2019 with a simple aim of supporting our clients in achieving their financial aspirations.

We keep it simple, providing a highly personal service and high-quality advice.

When combined, the team has over 70 years’ experience in professional services. By combining our experience and passion for exceptional advice with the weight of St. James's Place, we can support you, your business and your family, for the future.

Our clients want to know we can support their changing needs and by being Appointed Representatives of St. James's Place we offer a comprehensive suite of solutions with a robust investment offering. 

The value of an investment with St. James's  Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.