Tuesday 2 April, 2024
I look to provide my customers with insightful financial planning advice using investments and products from across the market to provide personalised investment and retirement solutions.”
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Mark Slobom
Independent Financial Adviser (IFA), Harpenden, Hertfordshire
Financial
Advice in
Harpenden
Mark joined Lonsdale Wealth Management as an independent financial adviser in 2010, when he set up the Harpenden office. Mark specialises in helping customers meet their pre-retirement investment needs, income requirements in retirement and offers bespoke retirement planning advice. Mark also chairs the Lonsdale Investment Policy Committee.
Local
Financial
Advice
Many of Mark’s customers in Harpenden, Wheathampstead and Redbourn chose Lonsdale Wealth Management because they wanted to use a local financial adviser. Mark also offers financial advice to customers across Hertfordshire and the southeast. Mark works with local solicitors and accountants to ensure customers receive joined up legal, financial and tax advice.
Financial
Planning
Advice
Mark offers personalised independent lifetime financial planning, so customers achieve their long-term financial goals. He offers investment planning, inheritance tax planning, pension planning and retirement advice. In 2015 Mark passed the Chartered Institute of Insurance (R08) Pensions Update exam, so he is qualified to give advice on new pension legislation.
Career
History
Mark graduated in Business Studies from Oxford Brookes University before starting work in financial services in 1995 with an American Bank and later Legal and General. He joined Edward Jones in 2000, where he worked for eight years as an Independent Financial adviser and Stockbroker.
Lonsdale
Awards
In 2018 Lonsdale Services won the Retirement Planner (RPA) Award for Best Individual Pension Advice firm in the South-East and Anglia. In 2021, Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
Outside
Work
Outside of work Mark enjoys sport and plays tennis and runs regularly. He is married to Annie and has three children.
I have been with Financial Adviser Mark Slobom for years and have no hesitation in recommending him to friends and family. I fully trust him.”
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Monday 11 March, 2024 -
Monday 11 March, 2024 -
Wednesday 21 February, 2024 -
Monday 12 February, 2024Understanding Investments: Cash, Investments and Long-Term Planning
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Friday 2 February, 2024Make use of tax allowances and contribute to your pension before April 6th
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Tuesday 16 January, 2024 -
Thursday 11 January, 2024 -
Tuesday 2 January, 2024Investment ISA's could form part of your New Year financial planning
Need financial or pension advice?
Call our Lonsdale Independent Financial Advisers (IFAs) in Harpenden, Hertfordshire on 01582 466900, or complete the form below for a free initial financial planning consultation.
Find the Harpenden office
16 Station Road, Harpenden, Hertfordshire, AL5 4SE