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
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.
Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Lifetime Financial Planning, Millennial Financial Advice, Offshore Experience, Retirement Income, Long-Term Care, Trust Planning
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.
Aaron works with local solicitors and accountants to ensure clients receive joined up legal, financial and tax advice. Our Harpenden office is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.
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
19-11-2019
If you want to achieve your lifetime financial goals working with a financial adviser can help.
19-07-2019
The media has written many articles on millennial wealth management planning recently as there is concern that millennials are not saving enough.
Read more about our team of Independent Financial Advisers in Harpenden, Hertfordshire.
Book a consultation with Financial Adviser Aaron Abraham.
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.
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.
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