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Wealth Management

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.

USE OUR FINANCIAL PLANNER

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

Employee Benefits

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

Pension Trustees

Independent professional pension trustees

I enjoy helping clients understand their investment options by simplifying the financial planning process so they are more confident to pursue their financial and lifetime goals.

Aaron Abraham, Independent Financial Adviser, IFA

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Please note the value of an investment and
income from it can go down as well as up.

Aaron Abraham
Independent Financial Adviser, IFA

Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Lifetime Financial Planning, Millennial Financial Advice, Offshore Experience

Aaron has worked in the financial services industry since 2000 as a financial adviser and private client wealth manager. He is a qualified financial adviser having passed the Chartered Institute of Insurance Diploma in Financial Planning and Securities Advice and Dealing qualification.

At the start of his career Aaron worked for Edward Jones for nine years as an independent financial adviser and stockbroker. He built up a successful business offering investment planning, pension advice and estate planning advice to private clients and small businesses. During the following four years he worked as a Senior Wealth Manager for Equity Invest Limited and took overall responsibility in transitioning the company through a retail distribution review. The main focus being the investment process and the ongoing service provided to clients.

More recently Aaron worked for AES International as a Private Banking Manager responsible for developing and executing their new model adviser framework. Through his experience of working with high net worth clients overseas Aaron has gained considerable offshore experience. Following his return home to the UK he is now able to offer financial planning advice to other returning expats.

Aaron is based in our Harpenden office but often works in London supporting his central London and Wimbledon clients. Aaron’s mission as a financial adviser is to identify, achieve, and maintain the desired lifestyle for his clients through lifestyle financial planning and a focus on tailor-made solutions that put the client first. Aaron’s specialist interests also include millennial financial planning.

Out of work Aaron enjoys travelling, playing golf and meeting friends.

Aaron Abraham – To learn more about Aaron’s investment career, please read his LinkedIn profile.

Independent Financial Advisers in Harpenden – Read more about our team.

I have no hesitation in recommending Aaron as one of the leaders in his industry.”

Chris Bowie, Partner and Portfolio Manager at TwentyFour Asset Management LLP

News from our Financial Advisers

19-11-2019

Survey shows investors benefit from using the services of a financial adviser

If you want to achieve your lifetime financial goals working with a financial adviser can help.

19-07-2019

Lonsdale Services recommend millennials save for their future

The media has written many articles on millennial wealth management planning recently as there is concern that millennials are not saving enough.

The Harpenden Financial Planning Team

Read more about our team of Independent Financial Advisers in Harpenden, Hertfordshire.

Book a Free Initial Consultation

Book a consultation with Financial Adviser Aaron Abraham.

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Wealth Management

Wealth Management

Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.