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 to achieve your long-term financial goals. Lonsdale financial advisers are open and honest and always act with integrity. You have a right to expect value for money and excellent client service, which is what we seek to deliver.
Simon Hawker, Managing Director, Lonsdale
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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)
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.
Complete the form below and we’ll be in touch.
20-06-2018
Lonsdale Services wins the Best Individual Pension Advice firm award for the South East and Anglia region, at the Retirement Planner Awards
20-06-2018
Allan Ross, IFA in Ware was runner up and ‘highly commended’ in the 2018 Retirement Planner Awards Best Estate Planner Adviser category
Please note your home may be repossessed if you do not keep up repayments on your mortgage.
Lonsdale Services Limited is authorised and regulated by the Financial Conduct Authority. Membership: 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 2018. All rights reserved.
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