01727 845500 Customer Area
Financial Adviser Awards

I consider myself incredibly fortunate to work as a financial planner, a role that allows me to pursue my passion for assisting individuals and families in achieving their financial goals through meticulous planning. It brings me immense satisfaction to positively impact people's lives, primarily through financial strategies. Collaborating with clients from diverse backgrounds enables me to provide tailored advice that meets their unique needs."

Conor McClean, Independent Financial Adviser (IFA), St Albans

Financial
Advice

Conor is an independent financial adviser (IFA) based at the Lonsdale St Albans office. Specialising in lifetime financial planning, Conor has achieved Chartered Financial Planner status, having completed advanced exams in investments, retirement income advice, trusts and tax planning. Committed to ongoing professional development, he continues to broaden his expertise to deliver the highest standard of advice. His clients range from individuals preparing for or in retirement, to business owners and high-net-worth individuals.

Education &
Qualifications

Conor is a Chartered Financial Planner having attained the Chartered Institute of Insurance Advanced Diploma in Regulated Financial Planning, alongside several supplementary exams in areas such as 'mortgage advice', 'long-term care insurance' and 'securities advice and dealing'. His academic background includes 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

Outside of work, much of Conor's time is dedicated to his two young children. On the very rare occasion when Conor is able to take a break from family commitments, he is often found up at Harpenden Rugby Club or on a golf course, particularly when the sun is shining.

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

01727 845500
ku.oc.secivreseladsnol@seiriuqne

Conor’s LinkedIn profile