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

Our financial planning teams in St Albans, North London, Harpenden, Leeds / Bradford, Stafford, Ware, Ringwood and Chippenham offer financial planning advice to individuals and companies.

Financial Planning

Lonsdale Wealth Management offers a holistic financial advice and cashflow planning service for retail clients, with Lifetime Financial planning at the centre of our financial solution.

We assist clients with investment planning, Pension Planning, Estate Planning, Trust Planning, Protection, Tax Planning, Retirement Income, Long-term Care and Mortgages

How we Add Value

Our independent financial advisers add value by selecting investments from the entire market including active and passive investment solutions. We always choose appropriate investments for your risk profile in order to achieve your required investment return.

pdfActive Vs Passive Investing Explained

Transparent Charging

Our financial advisers agree a fixed upfront fee on a case by case basis dependent on the financial advice required. Read more about our Client Fees.

SIFAWorking with Professional Intermediaries

We work with local solicitors and accountants to benefit our clients. Working with professional intermediaries provides clients with more 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.

pdfWorking with Professional Intermediaries

Financial Planning Consultation

We offer all prospective clients a free no obligation one-hour financial planning consultation. At the meeting we discuss your requirements, our investment process and review our client fees. Complete our booking form or contact us for more information.

Vulnerable Clients

We aim to identify and assist clients and prospective clients who may be considered as being vulnerable by virtue of their age, disability or other circumstances. Read more about how we protect vulnerable clients.

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

Lonsdale News


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


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.