Company Information

Get to know Lancer Wealth Management Ltd - Partner Practice of St. James's Place Wealth Management Plc

Lancer Wealth Management Ltd is an Appointed Representative of St. James's Place Wealth Management plc, a FTSE 100 company. The firm provides face-to-face, long-term financial advisory services to individuals, families, and businesses across the UK. Their core mission is to help clients manage, protect, and grow their wealth through a comprehensive suite of services, including investment planning, retirement planning, inheritance tax planning, and corporate financial services, exclusively offering the investment products and services provided by St. James's Place.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Lancer Wealth Management Ltd - Partner Practice of St. James's Place Wealth Management Plc

United Kingdom

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.