A fresh perspective on financial advice.
Leadenhall Wealth Management is an award winning independent wealth management firm based in the City of London.
We are independently owned and have no products of our own on which to advise. Our client relationships are based around bespoke, trusted and valued advice, working with you to identify and achieve your financial goals.
Our varied client base includes FTSE100 CEOs, senior partners and executives at leading professional services firms, business directors, sports people and individuals from a wide range of other backgrounds.
WHATEVER YOUR AMBITIONS
Management team
Our management team are responsible for the running of the business and are supported by a valued and trusted team of staff members who are tasked with the day to day office duties.
Justin Jordan
Justin has worked as an adviser in the City of London for the last 26 years beginning his career at Prudential before becoming head of investment at Asquith Financial. Justin was previously managing director of Astute Financial Management.
Justin is passionate about the client-adviser relationship and was recently voted one of the UK’s top rated Independent Financial Advisers on VouchedFor.co.uk.
Jack Shaw
Prior to cofounding Leadenhall Jack was Director of Wealth Management at Cobens. Alongside his role advising private clients Jack has oversight and responsibility for the firm’s centralised advice processes and proposition.
Jack is in the final stages of obtaining Fellowship of The Personal Finance Society in addition to various other awards through The Chartered Institute for Securities & Investment, The Society of Trust and Estate Practitioners and The Society of Later Life Advisers.
Adam Chalmers
A former senior engineer and long-term government IT consultant, he has since become a highly successful professional investor in the technology sector.
As Chairman of Leadenhall Wealth Management, Adam combines deep technical expertise with governance insight and investment acumen, guiding the firm’s innovation, integrity, and long-term client focus.
John Moore
John has been in the financial services industry for 17 years working with business owners, private individuals, family offices and charities on a wide range of complex planning issues, both in the UK and overseas, often involving collaboration with other professional advice firms.
John is a Chartered Financial Planner with the Personal Finance Society, is a regulated Pension Specialist and has a degree in International Business Economics.
Paul Williams
Paul has worked in the financial services industry for over 30 years beginning his career with Hambro Life and later J. Rothschild Associates building one of the top 100 practices in the industry. Paul was previously a director of Astute Financial Management.
In recent years Paul has taken a backseat from the day to day advising of clients, now focusing on his connections and knowledge of the financial services industry to shape the strategic thinking of Leadenhall Wealth Management.
Julian Puddy
Julian Puddy is the Associate Partner at Leadenhall Wealth Management, bringing over two decades of specialist expertise in SSAS and SIPP pension planning. Throughout his career, he has built a strong reputation for delivering strategic, results-driven advice to business owners and directors.
Known for his commercial insight and client-focused approach, Julian now leads new client development at Leadenhall and plays a key role in shaping and driving the firm’s wider marketing strategy.
-
-
AS SEEN IN
-
