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.