Our local financial planning teams in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Ringwood and Chippenham offer independent financial planning advice from local accessible offices. Established in 2003, our small group of highly experienced advisers work hard to deliver an excellent client experience.

Financial
Planning


Our advisers provide high quality independent financial advice, based on our core values of integrity, reliability, and value for money. We utilise modern cash-flow tools that project the financial implications of your planning to meet your objectives. Our cost-effective investment advice puts your financial interests first.

Investment Planning
Pension Planning
Retirement Advice
Inheritance Tax Planning
Care Fees Advice
Life Assurance & Protection
Mortgages

How we
add value


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 clients 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 client fees. We act as the impartial, informed buyer for our clients. Complete our booking form or contact us for more information.

Transparent Charging


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.

Working with
professional intermediaries


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. Our financial advisers are listed on the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

Vulnerable
Clients


We aim to identify and assist clients and prospective clients 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.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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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 or Chippenham office.

Richard Porter Financial Adviser