We are committed to offering you the best possible independent financial advice and client service. We will always look after your best financial interests and treat you fairly.

Lee-Anne Peters, Quality Assurance, St Albans

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Corporate Social Responsibility


Lonsdale Services Independent Financial Advisers Corporate Social Responsibility.

As an independent financial adviser Lonsdale Services has a responsibility to provide the most appropriate independent financial advice to our wealth management and benefit clients, at an acceptable fee base that is agreed before we offer independent financial advice. Corporate social responsibility is an important part of the Lonsdale Services culture. We are committed to offering our clients the best possible independent financial advice and client service. We always look after our client’s best financial interests and treat our clients fairly. How we interact and treat our employees, clients and the local community is important to us.”

Simon Hawker, Managing Director of Lonsdale Services

Employer

Lonsdale Services operates a team based culture. We are an equal opportunities employer. Over 50% of our colleagues are female, and independent financial adviser Deb Nolan manages our Leeds / Bradford office. Our 12 independent financial advisers work in different offices across the United Kingdom but we meet up bi-monthly for investment policy meetings where we also discuss client service. All our independent financial advisers have qualified with the Diploma in Financial Planning. Many of our independent financial advisers are now studying for the chartered financial planner exams.

Our Client Charter

By working closely with our clients to provide a personalised financial planning solution and offering exceptional client service Lonsdale Services has built long-term relationships with most of the companies and individuals we work with.

We apply our core principles of integrity, reliability and value whenever we work with our clients. On our website in the 'Our Clients' area we publish the results from our wealth management client satisfaction questionnaires and testimonials from our benefit clients. We also offer clients a dedicated client service email point of contact, clientservice@lonsdaleservices.co.uk.

Community

We offer free financial planning seminars on pension planning and estate planning in several locations. These free seminars are open to everyone and advertised locally.

Simon Armstrong one of our St Albans independent financial advisers who works in our St Albans financial planning team currently gives up a day a month to provide pro bono (no charge) generic financial advice to clients referred by the Citizens Advice Bureau in Luton.

Lonsdale Wealth Management was the first Hertfordshire financial adviser to become a corporate partner of The Alzheimer’s Society. Two of our colleagues Allan Ross and Mandy Morgan completed their Dementia Friends training and presented the Dementia Friends talk to their colleagues. We are also organising two fundraising events supporting the work of the Alzheimer’s Society in 2018.

We have worked with charities on a reduced fee basis to provide the independent financial advice they require.

We offer a variety of free financial planning literature on our website, this includes retirement brochures and cash-flow modelling information.

About Us

We operate as an Independent Financial Adviser offering a completely new and holistic approach to financial advice and financial planning for you and your family, your company and trustees.


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