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Lonsdale Services Independent Financial Advisers

Lonsdale Services offers you independent financial planning advice. As we are not biased towards any provider, we provide cost effective investment advice which puts your financial interests first. As an independent professional pension trustee we also offer pension management services.

Our financial planning office is in St Albans and our other regional offices are in Barnet, Harpenden, Leeds / Bradford, Ringwood, Stafford, and Ware.

Our core values of integrity, reliability and offering value at all times are appreciated by our clients. In 2018 we won the Retirement Planner (RPA) Award for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

We work with clients on an ongoing basis offering lifetime financial planning, as regular independent financial advice can add significant value. Our Investment Policy Committee offers investment expertise by identifying the best investment policies, asset allocations and products to achieve your long-term financial goals.

We offer all prospective clients a free no obligation one hour financial planning consultation where your financial planner will discuss how our investment process works, review our client fees and discuss how we offer value for money independent financial advice. Complete our booking form or contact us and your local financial planner will be in touch.

Financial advice does cost but it is never too late to plan. When you experience a key life turning point such as coming up to retirement, it may be prudent to seek independent pension advice.

Please note: The value of investments may go down as well as up.

When I was looking for a financial adviser near me I chose Lonsdale Wealth Management. My financial adviser, Richard Porter, based in St Albans gave me excellent pension advice regarding my pension transfer. Richard's speciality is retirement planning and his cash flow forecasts reassured me. I would recommend Lonsdale Wealth Management to anyone requiring financial planning advice.”

Mrs B, Harpenden, Hertfordshire

Mortgages Brokers St Albans

Lonsdale Mortgages

Need a qualified mortgage broker in St Albans? Our Hertfordshire mortgage broking team offer mortgage advice alongside our financial advisers.

Your home may be repossessed if you do not keep up repayments on your mortgage

Lonsdale Mortgages do not typically charge a fee for their services, we receive commission from the provider except in instances where we organise additional borrowing for a client with their existing lender, as some providers do not offer commission.

Book a Free Initial Consultation

If you would like a review or financial advice complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford or Ware office.


You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Latest News


Lonsdale issue a new inheritance tax brochure to assist with estate planning

This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.


Survey shows investors benefit from using the services of a financial adviser

If you want to achieve your lifetime financial goals working with a financial adviser can help.