With a depth of knowledge, a strong degree of team work and a commitment to maintain our professional competence we ensure our individual and corporate clients receive appropriate financial advice. We regularly ask our clients for feedback, to check they remain satisfied with our performance.

Steve Cook, Financial Adviser, St Albans

play the video

Our Clients


We have developed long term partnerships with many of our wealth management and employee benefit clients because we deliver appropriate financial advice to meet their individual needs and requirements.

Lonsdale Wealth Management - Client Questionnaire Results

Our clients complete a client questionnaire when we first provide financial advice. Existing clients complete the questionnaire when they purchase a new product.

If you have received financial advice from a Lonsdale Wealth Management Financial Adviser we would like to hear from you. Please complete our questionnaire and email it to our Client Services department at clientservice@lonsdaleservices.co.uk.

pdfLonsdale Client Questionnaire

Client Questionnaire

The questionnaire results below summarise the views of 736 clients who completed all or part of our client questionnaire between January 2010 and 30 April 2017. Any clients that were sent a survey but did not respond to our survey are omitted from the results below.

key

Based on the level of service I have received from my adviser, I am happy to recommend him/her in the future to someone I know.

chart 2

 

My adviser always provides me with sufficient information and /or documentation in order that I can make a fully informed decision.

chart 4

I feel that my adviser listens and is fully aware of my financial needs / objectives before making any recommendation(s).

chart 3

 

I understand what I am being charged for, in relation to ‘advice’ and /or ‘service’ being offered by the Lonsdale Wealth Management.

chart 1

We are committed to offering you the best possible independent financial advice and client service. We will always look after your best financial interests and treat you fairly. Review Our Client Charter and our Corporate Social Responsibility for more information.

pdfLonsdale Client Services Brochure

pdfLonsdale Client Agreement


Lonsdale Benefit Consultants – Client Reviews

Read a full Case Study for each of the client testimonials below, in our Resources section.

We have worked with Lonsdale Services over the years and find the help and assistance from them to be second to none.”

Claire Banks, Clegg Gifford & Co Limited, Essex

 

I have worked with Steve and Dawn for over 10 years, Steve’s presentations are so that everyone can understand what exactly they are signing up for, auto enrolment has gone very smoothly with 99% of staff signing up.”

Angela Rodger, Financial Controller, Duravit UK Ltd

Appointing Lonsdale Benefit Consultants to manage our auto enrolment solution and review our pension provision was an excellent choice.”

Victoria Banks, Finance Director, Jack Richards & Son

 

When Richard Porter presented I was impressed with his auto enrolment solution for MarketMakers. We were reassured Lonsdale Benefit Consultants had already managed many other auto enrolment pension schemes, and we were confident they could manage our pension provision.”

Alan Yonge, MarketMakers, Portsmouth


We are very proud of the service we offer our clients, and our survey results reflect this. However, in the unlikely event that you are not satisfied with the service you receive from any of our team we want to hear from you. We will then investigate your issue and make any necessary changes to our service provision.”

Simon Hawker, Managing Director, Lonsdale Services

The Financial Ombudsman Service (FOS)

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

About Us

We operate as an Independent Financial Adviser offering a completely new and holistic approach to financial advice and financial planning for you and your family, your company and trustees.


Book a Free Consultation

Complete the form below and we’ll be in touch.

submit