Tuesday 23 April, 2024
I enjoy my role as a financial advisor, helping customers achieve their financial goals through detailed financial planning and investment management."
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initial consultation
Conor McClean
Independent Financial Adviser, St Albans
Financial
Advice
Conor is a financial adviser in the Lonsdale Services St Albans office. He works with the independent financial advisers and alongside Director Richard Porter in the St Albans financial planning team, assisting with the management of retail customers.
Education &
Qualifications
In 2021 Conor passed his Chartered Institute of Insurance Diploma in Regulated Financial Planning qualification. He is continuing his studies to obtain the Chartered Financial Planner status, the highest industry qualification. Conor has a first-class BSc (Hons) Degree in Financial Mathematics from Nottingham Trent University.
Financial
Planning Advice
Conor offers personalised independent lifetime financial planning, so customers achieve their long-term financial goals. Lonsdale financial advisers offer pension and retirement advice, investment planning, estate planning and advise on long-term savings options.
Lonsdale
Awards
In 2017 Lonsdale Services won the Retirement Planner Award (RPA) Outstanding Customer Care award and the RPA for Best Individual Pension Advice firm in the South East and Anglia in 2018. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
A Little
About Conor
Conor is the first-team Vice Captain of Harpenden Rugby Football Club. He also enjoys playing golf when it’s sunny. He loves to travel when possible, and post Covid he is planning a holiday to New Zealand.
Lonsdale Wealth Management have guided me through a very comprehensive investment plan with the financial future of myself and my family at the heart of every conversation. I am very confident in our plans and have the upmost trust and respect for the team at Lonsdale, especially in these rapidly changing times. Big call out to the friendly and personal touch from the team, it means a lot.”
Thank you so much Conor for all the preparation work and explanations you provided at our three-way meeting with Simon Hawker. I found it a really enjoyable occasion. You and Simon put me at ease from the start.”
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Tuesday 2 April, 2024 -
Monday 11 March, 2024 -
Monday 11 March, 2024 -
Wednesday 21 February, 2024 -
Monday 12 February, 2024Understanding Investments: Cash, Investments and Long-Term Planning
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Friday 2 February, 2024Make use of tax allowances and contribute to your pension before April 6th
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Tuesday 16 January, 2024 -
Thursday 11 January, 2024
Need financial or pension advice?
Contact our Lonsdale Independent Financial Advisers (IFAs) in St Albans, Hertfordshire on 01727 845500 or complete the form below to book a free financial planning initial consultation.
Find the St Albans office
3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD