Our local financial planning teams in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham offer independent financial planning advice from local accessible offices. Established in 2003, Lonsdale Services was voted in the 2022 FT Adviser Top 100 UK Financial Advisers.
We offer expert independent financial advice on an ongoing basis, so customers achieve their long-term financial goals and objectives through customised investment plans appropriate for their personal circumstances and appetite for risk. We provide the highest standard of customer service in line with the Consumer Duty, through our core values of integrity, reliability and always offering fair value to customers.Investment Planning
Inheritance Tax Planning
Care Fees Advice
Life Assurance & Protection
Our investment philosophy emphasises quality and diversification alongside face-to-face independent financial advice. We choose appropriate investments linked to your attitude to risk, to achieve the return required to meet your financial objectives. Our advisers add value by selecting investments from the entire market, including active, passive, and sustainable investment solutions.
Financial Planning Consultation
We offer all prospective customers a free no obligation initial one-hour financial planning consultation. At the meeting we discuss your requirements, our advice and investment process and explain our customer fees. We act as the impartial, informed buyer for our customers. Complete our booking form or contact us for more information.
Our financial advisers agree a fixed upfront fee on a case-by-case basis dependent on the financial advice required. We deliver financial solutions solely created to match your specific needs. This enables us to deliver financial solutions in a professional and cost-effective manner. We also offer a choice of services and fees for ongoing advice.
We often work with your solicitor and accountant, or we can introduce you to other local professionals. Working with professional intermediaries provides you with joined up legal, tax and financial advice.
We aim to identify and assist customers and prospective customers who may be considered as living in vulnerable circumstances, by virtue of their age, disability, or other circumstances. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.