About

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 trusted and valued advice, never about sales, working with you to identify and achieve your financial goals.

Our varied client base includes FTSE100 CEOs, partners at leading law firms, other professionals and people from a wide range of different backgrounds.

WHATEVER YOUR AMBITIONS
The team at Leadenhall Wealth Management

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 22 years beginning his career at Prudential before becoming head of investment at Asquith Financial. Justin cofounded Astute Financial Management UK in 2004 which currently advises on assets of over £500 million and was acquired by Cobens Employee Benefits in 2011.

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.

Justin Jordan

DIRECTOR
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.

Jack Shaw

DIRECTOR
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 became a director of Astute Financial Management UK in 2005 which currently advises on assets of over £500 million and was acquired by Cobens Employee Benefits in 2011.
 
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.

Paul Williams

CHAIRMAN
Rupert Preece

Rupert commenced his career in investment banking and has 24 years’ experience working in financial markets, including positions with ING Bank and Nomura International. Rupert initially raised capital for companies, working on transactions worth over $35bn, before focusing on trading financial assets. Rupert has recently made the transition to wealth management and brings his knowledge and experience of the investment markets to Leadenhall.
 
Rupert graduated from the University of Edinburgh.

Rupert Preece

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