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.

Founded in

United Kingdom