Wealth Management
Financial advice that you can trust
How do you want to plan for your future?
Use our Lonsdale Lifetime Financial Planner to monitor your cashflow and maximise your retirement income and protect your family’s financial security.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
Employee Benefits
Protecting your employees for life
Our approach
Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
I’m really glad I joined Lonsdale as an Independent Financial Adviser (IFA). I have been fortunate that some of my old RBS clients followed me - they had known me a long time, and wanted to keep dealing with me. I love my job and enjoy helping clients dissect the minefield of complicated financial planning information, so they understand what financial advice they need and why! I work with my clients to develop their financial plan so they feel confident that they will get to where they want to be.
Deb Nolan, Independent Financial Adviser (IFA), Leeds, Yorkshire
Deb Nolan
Independent Financial Adviser, Leeds / Bradford, Yorkshire
Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax
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.
After ten years at RBS and with major changes in the financial services industry looming, Deb made the decision that she wanted to leave the Restricted Advice model of the bank and become an Independent Financial Adviser (IFA). She was delighted to join Lonsdale Services as a Financial Consultant and she opened our West Yorkshire office in January 2013. She offers independent financial advice to clients throughout the whole of Yorkshire, (including Leeds, Bradford, 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.
In August 2015 Deb passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring Deb is qualified to give retirement advice on new pension legislation.
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.
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 £1,500 for Alzheimer’s Society.
Deb is married with two young children. She enjoys watching and participating in sport, and running around the Yorkshire countryside with her children!
Deb Nolan – To learn more about Deb’s investment career, please read his LinkedIn profile.
Independent Financial Advisers in Leeds / Bradford – Read more about our team.
Deb Nolan is an asset to your company. She made it easy for me to understand, and helped me make the right financial choices.”
Mr & Mrs P, Yorkshire
Deb always does a fantastic job of advising me on the best approach to my pension pot! She has become a friend to our family and we trust her without question.”
Mr P, Leeds, Yorkshire
News from our Financial Advisers
11-07-2018
Lonsdale Trekkers complete Trek26 and raise £3600 for Alzheimer’s Society
The Lonsdale Services team completed the Alzheimer’s Trek26 Yorkshire Three Peaks challenge walk on 30th June.
08-06-2018
Lonsdale Trekkers raise £1200 of £1,500 target for Alzheimer’s Society
The Lonsdale trekkers have currently raised £1000 of their £1,500 fundraising target for Trek26. Read our article below to see how you can donate.
The Leeds / Bradford Financial Planning Team
Read more about our team of Independent Financial Advisers in Leeds & Bradford.
Book a Free Initial Consultation
Book a consultation with Financial Adviser Deb Nolan.
Wealth Management
Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.