Call our Independent Financial Advisers 01727 845500

Lonsdale Services Independent Financial Advisers


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, 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

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.

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.

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, Ringwood or Ware office.

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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.

Employee Benefits

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.