Lonsdale Independent Financial Advisers


Lonsdale Services offers you independent financial planning advice. As we are not biased towards any provider, we provide cost effective independent financial planning advice which puts your financial interests first.

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

Our core values of integrity, reliability and offering value at all times are appreciated by our clients. In 2017 we won the Retirement Planner Award for Outstanding Customer Care.

We work with clients on an ongoing basis offering lifetime financial planning, as we believe 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 and objectives.

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

Financial advice does cost but it is never too late to plan, and if you are experiencing a key life turning point it may be prudent to seek independent financial advice.

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

I have used Lonsdale Wealth Management more since I semi-retired and started my own business. My relationship with my financial adviser has been of immense benefit to me and I have no hesitation in recommending Lonsdale Wealth Management to others.”

Mr F, Hertfordshire (ISA)

Mortgages Brokers St Albans

Lonsdale Mortgages

Our Lonsdale Mortgage broking team is a qualified team of mortgage brokers offering 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 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 Consultation

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Latest News


22-02-2018

Simon Hawker, IFA St Albans - Are you close to your pension Lifetime Allowance?

Simon Hawker, member of the St Albans financial planning team recommends you get pension advice if you are close to the pension Lifetime Allowance


22-02-2018

Neil Homer – Does your final salary pension exceed the Lifetime Allowance

Neil Homer, independent financial adviser and member of the Stafford financial planning team reviews final salary pension schemes