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
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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
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.
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.
29-11-2019
This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.
19-11-2019
If you want to achieve your lifetime financial goals working with a financial adviser can help.
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 2019. All rights reserved.
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