Independent Financial Adviser, St Albans
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.
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.
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.
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.
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.”