Financial advice that you can trust
How do you want to plan for your future?
Use our Lonsdale Lifetime Financial Planner to monitor your cashflow and maximise your retirement income and protect your family’s financial security.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
Protecting your employees for life
Our approach
Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
We offer independent lifetime financial planning and pension advice to achieve your long-term financial goals. Lonsdale financial advisers are open and honest and act with integrity. You have a right to expect value for money and excellent client service, which we seek to deliver.
Simon Hawker, Managing Director,
Lonsdale Services, St Albans
As we are independent, we offer a choice of different sustainable funds, and through Morningstar we can check each fund’s sustainability rating,
If you require inheritance tax planning advice read this article as it provides an overview of potential solutions to reduce the value of your estate.
On March 11th Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 national Professional Adviser Awards.
The first step to Inheritance Tax (IHT) mitigation is to know how much money you need for your own lifetime. Then have the confidence to take action.
On Wednesday 3 March 2021, the Chancellor Rishi Sunak presented his spring budget, the government’s plan for economic recovery.
Our financial advisers offer independent financial planning advice. As we are not biased towards any provider, our cost-effective investment advice puts your financial interests first. Financial advice does cost but it is never too late to plan and when you experience key life turning points it may be prudent to seek independent financial advice. We work with clients on an ongoing basis offering holistic financial advice and cashflow planning, as regular independent financial advice can add significant value.
We offer financial advice to individuals and companies and as an Independent Professional Pension Trustee we also provide pension management services.
Our financial planning offices are in St Albans, Barnet, Chippenham, Harpenden, Leeds / Bradford, Ringwood, Stafford, and Ware.
Our core values of integrity, reliability and offering value 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 were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.
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 to discuss our investment process, describe our services more fully, review our client fees and our payment options and explain 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.
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. Richard’s speciality is retirement planning and managing retirement income and his cash flow forecasts reassured me. I would recommend Lonsdale Wealth Management to anyone requiring financial planning advice.”
Mrs B, Harpenden, Hertfordshire
Need a qualified mortgage broker in St Albans? Our Hertfordshire mortgage broking team offer mortgage advice alongside our financial advisers.
Lonsdale Mortgages work with clients in Hertfordshire, Bedfordshire and North London providing mortgage advice to first-time buyers, home movers and buy to let investors in St Albans, Luton, Radlett, Watford and Harpenden.
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.
If you would like a review or financial advice complete the form below, or contact our St Albans, Barnet, Chippenham, Harpenden, Leeds / Bradford, Stafford, Ringwood or Ware office.
An employee benefit solution helps your company provide the financial benefits they expect; life cover, income protection, private medical insurance, pension plans. Offering pension advice enables employees to save effectively for retirement.
Read more about Employee Benefits
As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.
Lonsdale Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number: 225488.
The Financial Conduct Authority does not regulate Estate Planning, Lonsdale Pension Trustees Ltd, Tax Planning, Offshore Investments or Lifetime Financial Planning.
The value of tax relief depends on your individual circumstances. Tax laws can change.
Lonsdale Mortgages do not 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.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
Registered in England: 04573693. Registered Office: 3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD.
© Lonsdale Services Limited 2021. All rights reserved.
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