Investment Advisers

Richard Porter, Director, Lonsdale

and Ray McHugh, Financial Adviser

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

Redundancy Counselling


Making company redundancies is always difficult and it can be stressful for your staff, so we appreciate that you want to give your employees the best redundancy advice available.

Lonsdale Benefit Consultants offer a financial redundancy counselling service to complement the other redundancy services you provide.

Our experienced benefit consultants are trained to offer financial redundancy advice, so trust us to work with your employees and provide them with relevant advice so they leave work in a position to manage their future finances.

Following redundancy there are often a number of key financial decisions that must be addressed. If your employees are entitled to a redundancy payment they may require advice on how to invest any lump sum to provide a future income. If employees are members of your company pension scheme they should understand their pension options and may want to access their pension entitlement early.

We offer a flexible financial redundancy advice service that can be tailored to your requirements or the needs of individual employees. Our benefit consultants can arrange to meet employees at your company. We can offer group advice sessions or confidential consultations with individual employees.

I have set up employee benefit schemes for a variety of companies. Every employee benefit solution is unique because all companies have different requirements. Once the plan is set up it is really satisfying to work with the company and regularly visit them to see how the workforce benefits from the scheme.”

Richard Porter, Director, Lonsdale Benefit Consultants

Employee Checklist

  • How much redundancy payment are you entitled to?
  • How much future income will your redundancy payment provide?
  • How much risk are you prepared to take if you invest your redundancy payment?
  • What level of future income do you require?
  • What other assets do you have?
  • Do you want or are you able to retire early?
  • Do you aim to get back to work?

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Employee Benefits

An effective employee benefits solution helps your company retain key staff by providing the benefits they expect: life cover, income protection and private medical insurance. Offering a company pension enables employees to save tax efficiently for retirement.



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Lonsdale Wealth Management sponsor Watford Grassroots Football

Lonsdale Wealth Management are delighted to announce a two year sponsorship of Watford Grassroots Football.


11-08-2017

Ray McHugh, IFA, Barnet – Do changes to the state pension age affect you?

Ray McHugh reviews the Government’s announcement of its intention to act sooner than expected and raise the pension age to 68 for some age categorie