Director
Justin Jordan
Over 26 years advising clients across the City of London. Former Head of Investment at Asquith Financial and Managing Director of Astute Financial Management.
A fresh perspective on financial advice.
Award-winning independent wealth management headquartered on the 7th floor of the iconic Lloyds Building in the City of London.
Our Philosophy
Independent thinking matters.
Leadenhall Wealth Management was founded on a simple yet decisive premise: high-net-worth individuals, business leaders, and private families deserve genuinely unbiased advice, completely decoupled from product sales incentives.
We are independently owned and maintain no financial products of our own. Our client relationships are founded upon bespoke, trusted, and deeply valued guidance. We work alongside you through every chapter of your financial lifecycle:
The Accumulation Phase: Optimising active career earnings, corporate pensions, executive bonuses, and diversified portfolios with maximum tax efficiency.
The Decumulation Phase: Structuring sustainable pension drawdowns, mitigating capital gains and income taxes, and orchestrating smooth generational succession.
Holistic Life Planning: Adapting to executive career pivots, business divestments, later-life care, and complex family requirements.
Executive Governance
Management Team
Our management team steers firm strategy, advice propositions, and compliance standards, supported by a committed group of paraplanners and operational specialists.
Director & Co-Founder
Jack Shaw
Directs the firm's centralised investment proposition and advice processes. Holds advanced credentials with PFS, CISI, STEP, and SOLLA.
Chairman
Adam Chalmers
Former senior engineer and long-term government IT consultant turned successful technology investor, providing strategic guidance and digital precision.
Director of Corporate Planning
John Moore
Over 17 years in financial services. Chartered Financial Planner and regulated Pension Specialist advising business owners, charities, and family offices.
Non-Executive Director
Paul Williams
Over 30 years in financial services. Formerly built a top-100 advisory practice at Hambro Life and J. Rothschild Associates; former Director of Astute Financial Management.
Associate Partner
Julian Puddy
Over two decades of specialist expertise in SSAS and SIPP pension structuring, advising business owners and directing corporate commercial development.