Lombard Private Clients

Columba offers a high value financial advice proposition to Private Clients, supported by a collection of highly experienced and talented financial professionals with the tools, advice and experience to put you in control of your financial independence.

Do we fit?

Firstly, we’ll meet and find out if we are right for each other. We’ll discuss your ambitions for a working relationship. If we match yours and vice versa, only then will we ask you to provide detailed information about your finances.

Financial road map

Then we’ll meet again. We’ll talk about your values, your aspirations, and your goals – and, of course, those of your partner. We will create your Financial Life Plan, which sits at the heart of your experience and forms the foundation for your entire relationship with us.

Implementation plan

We will create a highly personalised, written financial strategy. This strategy will incorporate a plan for each individual goal, as well as bringing it all together to show you your Financial LifePlan™ – a lifetime cashflow statement that shows all of your goals, incomes and outgoings on one single visual.

Lombard Private Clients  is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. Lombard Private Clients is a trading name of Lombard Private Clients Ltd. 

SJP Approved 26.01.26