Deb Nolan
Independent Financial Adviser, IFA, Leeds / Bradford, Yorkshire

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Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Retirement Income, Tax, Long-Term Care, Trust Planning

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Deb joined Lonsdale Services as a Financial Consultant and opened our West Yorkshire office in January 2013. She offers independent financial advice to clients throughout the whole of Yorkshire, (including Leeds, Bradford, Wakefield, Halifax, Skipton and Huddersfield).

Her financial background enables her to advise on protection, investments and provide all types of retirement planning and pension advice including accumulation and also options at retirement.

Deb passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring she is qualified to give retirement advice on current pension legislation.

Deb works with local solicitors and accountants to ensure our clients receive joined up legal, financial and tax advice. Our Leeds/Bradford office is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

In 2017 Lonsdale Services won the Retirement Planner national award for Outstanding Customer Care by submitting a client case study from Deb Nolan. Deb was aware of how the tax-free cash pension legislation changed in 2006. She advised a member of a money purchase occupational pension scheme they could be due a financial entitlement in the form of scheme-specific tax-free cash protection. She explored this with the relevant pension provider, and her client received a tax-free lump sum which saved them higher rate tax payments. In 2018 Lonsdale Services won the Retirement Planner Award for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category.

After graduating with a BA Hons Degree in Business Studies Deb joined Forester Life in September 2000 as a financial adviser before transferring to Royal Bank of Scotland (RBS) where she initially concentrated on giving personal financial advice on investments, pensions and protection. She was later promoted to become a Business Financial Planner, adding offering advice to small businesses on pension schemes and business protection to her repertoire.

In June 2018 Deb Nolan and Tracy Gannon joined other Lonsdale colleagues on the Trek26 Alzheimer’s Yorkshire Three Peaks Challenge. The team raised over £3,457 for Alzheimer’s Society. She is now preparing to do the National Three Peaks challenge in June 2020.

In her spare time, Deb enjoys watching and participating in various sports, and running around the Yorkshire countryside with her two children!

Deb Nolan – To learn more about Deb’s investment career, please read her LinkedIn profile.

Independent Financial Advisers in Leeds / Bradford – Read more about our team.