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 / Bradford
Deb Nolan
Independent Financial Adviser, IFA, Leeds / Bradford, Yorkshire
Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax
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, 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.
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.
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
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
Case Study
Understanding your financial entitlements
How Deb Nolan added value with her independent financial advice.
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
Deb Nolan
Financial Adviser
Leeds / Bradford
Tracy Gannon
Administrator
Leeds / Bradford
Rebecca Wood
Administrator
Leeds / Bradford
Read more about our team of Independent Financial Advisers in Leeds & Bradford.
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