Call our Independent Financial Advisers 01727 845500

I used Lonsdale Wealth Management more since I semi-retired and started my business. My relationship with my Financial Adviser has been of immense benefit and I have no hesitation in recommending Lonsdale Services to others.

Mr F, Hertfordshire (ISA)

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About Lonsdale


Lonsdale Services Limited was established in September 2003 to offer independent financial advice to individuals and companies throughout the United Kingdom. We have 13 qualified Financial Advisers, and a further 14 support staff in our main St Albans office and in our North London, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood offices.

Our qualified team of Financial Advisers have considerable financial experience. Many of them have offered local independent financial advice within their local community for several years, and built up a large local client base. All our Independent Financial Advisers have their individual areas of financial expertise, so they benefit from having the support of colleagues with experience in specialist disciplines. For example, wealth management services managed by Lonsdale Wealth Management or employee benefits managed by Lonsdale Benefit Consultants. Our Independent Financial Advisers also benefit from the administration, compliance, training and marketing services provided by our parent company Lonsdale Services.

Our Investment Expertise

The cornerstone of our approach to investing is set by the Investment Policy Committee who identify the right investment policies, asset allocations and products so that you can achieve your long-term financial goals and objectives. Read more about Our Investment Expertise.

Lonsdale Wealth Management offers you a high quality professional financial planning service with lifetime financial planning at the heart of our financial solution, as it allows us to plan how much pension you need to retire on by using our personalised financial plan based on your current and future income and expenditure. Our Financial Advisers also use lifetime financial planning to offer you appropriate financial advice on: Investment Planning, Retirement Planning, Estate Planning, Tax Planning and Income Protection.

Lonsdale Benefit Consultants offers your company a full range of employee benefit solutions. Our experienced team of dedicated employee benefit consultants are trained Financial Advisers and specialise in offering your company advice on Investment planning, retirement planning, Pensions & Auto Enrolment solutions and Health & Risk benefits.

Lonsdale Pension Trustees Limited is a professional pension trustee, and independent of the companies whose pensions they administer. It provides Financial Advisers to act as Independent Trustees for company pension schemes.

Lonsdale Mortgages is also part of Lonsdale Services Limited. Our St Albans mortgage brokers work alongside our independent financial advisers at our St Albans office. Lonsdale Mortgages do not charge a fee for their services, they receive commission from the provider.

Please note your home may be repossessed if you do not keep up repayments on your mortgage.

pdfLonsdale Client Services Brochure

The Financial Ombudsman Service (FOS)

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

Lonsdale News


31-08-2019

Simon Hawker, IFA - Lonsdale Services voted in Top 50 Financial Advisers in UK

In 2018 the Financial Times voted Lonsdale Services one of the top 50 financial advisers in the UK


14-08-2019

Howard Goodship, CFP, Ringwood - Tax Efficient Saving for Grandchildren

Howard Goodship said: ‘Many of my clients are retired, have a comfortable lifestyle and want to provide financial help to children and grandchildren

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About Lonsdale Services

About Us

We operate as an Independent Financial Adviser offering a completely new and holistic approach to financial advice and financial planning for you and your family, your company and trustees.