I look to provide my clients with insightful financial planning using investments and products from across the market to provide personalised investment and retirement solutions.

Mark Slobom, Financial Adviser, Harpenden

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Our Investment Expertise


Investment Philosophy

We are committed to our long-term investment philosophy that emphasises quality and diversification with face to face independent financial advice. Our financial experience has shown that this is the best way for us to enable you to achieve your financial goals.

The cornerstone of our approach to investing is set by the Investment Policy Committee. Our approach allows us to provide our clients with personalised financial advice and solutions.

Our Investment Policy Committee identifies the right investment policies, asset allocations and products so that you can achieve your long term financial goals and objectives. We do not believe that any investment group has a monopoly on all the good ideas, which is one of the reasons we believe being a fully Independent Financial Adviser is the best way for us to help our clients.

Investment Research

Our investment research is provided by the Lonsdale Investment Policy Committee, supplemented by external analysts, as necessary. We apply stringent criteria to deliver client value, and we screen thousands of financial products to identify the ones that meet these criteria. This enables us to offer you high quality, proven investments to meet your financial requirements.

Lonsdale financial advisers are represented on the Investment Policy Committee which is chaired by Mark Slobom. This committee meet bi-monthly, with an objective to:

1. Provide guidance to Lonsdale financial advisers within portfolio construction by ensuring:

  • Portfolio construction consistency
  • Adherence to current and future regulatory requirements of the Financial Conduct Authority (FCA)
  • The provision of pre-approved and researched investments

2. To develop and implement processes for selecting and reviewing investments including:

  • Introduction or removal of mutual fund groups and new product types
  • Reviewing the use of third party services

3. To implement an asset allocation process

  • Provide an appropriate asset allocation model for your risk profile

Investment Principles

The Investment Policy Committee uses the following principles to select investments, research companies and provide a comprehensive solution for your requirements.

  • Investing for the long term (over five years),
  • Utilise high quality investments
  • Match your portfolio to your risk profile and objectives
  • Regularly review and rebalance your portfolio

Read about our Our Investment Policy Committee.

I have used Lonsdale Wealth Management more since I semi-retired and started my own business. My relationship with my adviser has been of immense benefit to me and I have no hesitation in recommending Lonsdale Wealth Management to others.”

Mr F, Hertfordshire (ISA)

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.


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