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
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 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 / Bradford
Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Retirement Income, Tax, Long-Term Care, Trust Planning
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.
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
I thought Deb was an excellent financial adviser, she explained things in layman's terms and was always at the end of the phone or in person to clear anything up. She had an easy relaxed manner and offered her time and services if ever I needed advice in the future. An excellent adviser!”
Mr F, Wakefield, Yorkshire
During these difficult and trying times Deb Nolan has continued to update and advise me. She is both professional and approachable at all times and I trust her recommendations and guidance.”
Mrs S, Pontefract
How Deb Nolan added value with her independent financial advice.
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
14-08-2019
Lonsdale colleagues Deb Nolan, Tracy Gannon and Allan Ross will run the Asda Foundation York 10 mile run for Alzheimer's Society in October 2019
17-05-2019
Lonsdale won the 2017 Retirement Planner Outstanding Customer Care award and has now been nominated as a finalist in this category for the 2019 award
Read more about our team of Independent Financial Advisers in Leeds & Bradford.
Book a consultation with Financial Adviser Deb Nolan.
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.
As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.
Lonsdale Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number: 225488.
The Financial Conduct Authority does not regulate Estate Planning, Lonsdale Pension Trustees Ltd, Tax Planning, Offshore Investments or Lifetime Financial Planning.
The value of tax relief depends on your individual circumstances. Tax laws can change.
Lonsdale Mortgages do not charge a fee for their services, we receive commission from the provider except in instances where we organise additional borrowing for a client with their existing lender, as some providers do not offer commission.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
Registered in England: 04573693. Registered Office: 3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD.
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