Independent Financial Advisers in St Albans, Hertfordshire


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


The Lonsdale Services St Albans financial planning team has five qualified independent financial advisers and five administrative staff.

All our independent financial advisers are very experienced and have worked in the financial services industry for many years. Within the St Albans financial planning team we offer independent financial advice to wealth management clients and employee benefit solutions for companies.

Our independent financial advisers in St Albans work from offices in Frogmore, St Albans. We welcome clients to our St Albans office, or alternatively we are always available to meet our clients at other locations.

Our Independent Financial Advisers – St Albans

All our Independent Financial Advisers are qualified to provide independent financial advice, having passed the Chartered Insurance Institute Diploma in Financial Planning & (RO8) Pensions Update Examination.

St Albans Office

3 Curo Park
Frogmore
St Albans
Hertfordshire
AL2 2DD

Tel: +44 (0) 1727 845 500
Email: ku.oc.secivreseladsnol@seiriuqne

Financial Advisers: Simon Hawker, Richard Porter, Steve Cook, Mark Bowen, Simon Armstrong

The Lonsdale Services financial planning team are proud supporters of St Albans ‘central’ City Youth Football Club (under 9’s) team for the 2015/16 and 2016/17 season. Our St Albans financial consultants have supported the team by buying new kit for the whole team.

Our St Albans independent financial advisers also support the St Albans community by offering free financial planning courses. Two ‘Reviewing your pension option’ seminars and an ‘Inheritance Tax Planning’ seminar were hosted at Verulam Golf Club in 2016. All the seminars were held at Verulam Golf Club, St Albans.

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


16-06-2017

Lonsdale Services win Retirement Planner Outstanding Customer Care award

Lonsdale Services has won the Retirement Planner inaugural award for Outstanding Customer Care. The awards were presented in London on 16th June.

15-06-2017

Lonsdale Wealth Management announce partnership with Alzheimers Society

Lonsdale Wealth Management will be the first Hertfordshire financial adviser to become a corporate partner.

Book a Free Initial Consultation

Book a consultation with a Financial Adviser at our St Albans office.

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Wealth Management

Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.