It’s your life journey, what step are you on?
Choose your financial moment below, or call your local independent financial advisers on 01727 845500.
Our team of independent financial advisers work from offices in St Albans, Barnet & North London, Harpenden, Leeds & Bradford, Ringwood, Stafford, Ware, Wimbledon and Chippenham to offer investment planning, pension planning, retirement planning, mortgage and protection advice, and estate planning. Our financial advisers are here for you every step of the way.
Retirement Income, IHT & Long-Term Care
Our independent financial advisers will provide cash-flow projections, so you can fully enjoy your retirement, safe in the knowledge that your lifestyle is sustainable and affordable. We advise on the most tax-efficient way to generate income or capital growth through pension drawdown, annuities and ISAs. We provide inheritance tax planning advice so surplus income and capital can be gifted to dependents.Planning your golden years
Investing, Pensions & Tax Planning
Maximise your high earning years to save in the most tax-efficient way. Understand whether you can afford to reduce your working hours or retire fully, using the cash-flow projections created by our financial advisers. We also advise on investing an inheritance and identify when to start your own inheritance tax planning, by gifting money to your dependants or into a trust.Planning for retirement
Savings, Mortgage & Funding Education
Our financial advisers help you save in the most tax-efficient way by providing financial advice to set up a pension, review existing pensions and recommend where to invest ISA contributions. We can also advise on quantifying goals such as saving for your children’s education, property purchases, mortgages, and protection advice.Financial Advice & Planning
Meet our Financial Advisers
Without sound financial advice, your life goals can seem that little bit further away. Meet the team that can help you to make sensible financial decisions, so you achieve your goals, whatever step of the journey you are on.
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 customer service, which we seek to deliver.
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.