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 clients.

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 clients 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.”

Mr C, St Albans

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.”

Mrs B, St Albans

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.

Conor McClean Financial Adviser St Albans

Find the St Albans office

3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD