Independent Financial Adviser in Harpenden


Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling


Mark Slobom offers independent financial advice in Harpenden.

Mark joined Lonsdale Wealth Management as an independent financial adviser in 2010, and opened our Harpenden office. He has established a successful private client financial business in Harpenden. Mark works with two administrators – Tracey Castle and Deirdre.

Mark specialises in helping clients meet their pre-retirement investment needs, income requirements in retirement and providing bespoke retirement planning. He also chairs the Lonsdale Investment Policy Committee.

In 2015 Mark passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring he is qualified to give retirement planning advice on new pension legislation.

Mark Slobom, independent financial adviser in Harpenden said: ‘I look to provide my clients with insightful financial planning advice using investments and products from across the market to provide personalised investment and retirement solutions.’

Harpenden Office

16 Station Road
Harpenden
Hertfordshire
AL5 4SE

Tel: +44 (0) 1582 466 900
Fax: +44 (0) 1582 469 337
Email: ku.oc.secivreseladsnol@mobolsm

Financial Advisers: Mark Slobom

The Financial Conduct Authority does not regulate Cash-Flow Modelling, Tax Advice, or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.


News from our Financial Advisers


29-03-2017

Mark Slobom, IFA, Harpenden - Investment Policy Committee meet at J.P. Morgan

The Lonsdale Investment Policy Committee held their March bi-monthly committee meeting at J.P. Morgan Asset Management’s City offices.

24-03-2017

Mark Slobom, IFA Harpenden – A review of active and passive equity investment

Our independent financial advisers take time to explain the difference between active and passive equity investment. Learn more here

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Wealth Management

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