Tuesday 23 April, 2024
I thoroughly enjoy my role as a financial advisor, as it allows me to assist clients in achieving their financial objectives. This involves detailed financial planning and skilful investment management. No two clients' needs are the same and adapting each individual's financial plan to their unique circumstances is the most fulfilling challenge of the role.”
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initial consultation
Conor Muldoon, Independent Financial Adviser (IFA)
St Albans, Hertfordshire
Financial
Advice
Conor is an independent Financial Adviser working in the financial planning team at Lonsdale Services St Albans. Conor manages retail customer accounts and offers financial advice to customers in St Albans, Watford, Elstree & Borehamwood, and Radlett.
Qualifications
In 2023 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 BSc (Hons) Degree in Mathematics from Nottingham Trent University.
Personalised
Financial Advice
Conor offers personalised financial planning advice through estate planning, pension planning and retirement advice. This ensures customers achieve their long-term financial goals throughout their lifetime. Our customised investment plans are appropriate for our customers personal situation and appetite for risk.
About Conor
Away from work in my spare time I enjoy playing sport. I regularly play football and I also enjoy Go Karting.
Lonsdale
Awards
In 2023 Lonsdale Services was included in the FT Adviser Top 100 list for the second year running. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
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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