Independent Financial Advisers in Barnet, North London

The Lonsdale Wealth Management Barnet Financial Planning Team offers independent financial advice to individuals and companies within North London.

Call 0208 275 1160 for a free initial financial planning initial consultation.

Financial Planning & Wealth Management

Chartered
Wealth Manager


Simon Prestcote specialises in helping private clients with pension and retirement planning, investment planning, and estate planning. Simon became a Chartered Wealth Manager in January 2015. The Chartered Institute for Securities and Investment (CISI) award this designation to ‘senior members in the retail sector at the pinnacle of their profession’.
(Source: CISI website)

Investment
Planning


Our North London adviser, Simon Prestcote offers wealth management advice, so you maximise your high-earning years. If you have surplus income available to invest, Simon will explain your financial options and show through cashflow planning how you can save tax efficiently. We offer financial advice, so you achieve your life goals.

Retirement
Advice


At retirement we model your cashflow, so you have enough income and capital to achieve your financial goals. We advise on taking a cash free lump sum and consider how to access your retirement income in the most tax efficient way, either through income drawdown or annuities. We also offer advice on how to mitigate any future lifetime allowance charge.

Our
Clients


Our Barnet Financial Planning Team offers independent financial advice to individuals and companies within North London. Simon Prestcote has considerable financial experience working within his local community. He has built up a local client base in Barnet, Enfield, Winchmore Hill, Cheshunt, Potters Bar, Edgware, Harrow, Mill Hill, Hadley Wood, Totteridge and Muswell Hill.

Experienced
& Qualified


Simon is a qualified Independent Financial Adviser (IFA) with over twenty seven years-experience, assisting clients understand and achieve their financial goals. Before opening the Lonsdale North London office in 2010 Simon worked for Edward Jones for twelve years. Simon specialises in helping private clients and individuals with their pension planning, investment planning, and estate planning.

Why work
with us?


Our Barnet financial advisers work with local solicitors and accountants to ensure our clients receive joined up legal, financial and tax advice. Our Barnet office is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society. Our office is located outside of Barnet in the privately owned Wrotham Park estate, where parking is available.

Simon Prestcote is extremely patient and a pleasure to deal with. He will always go over things again if necessary. Very adaptable to different needs that arise and changes.”

Ms S, Barnet, North London

I could not have a better adviser and feel very fortunate he has been recommended to me. I would recommend Simon Prestcote to all my family and friends and happy to do so.”

Ms W, Barnet, North London

Simon inspires confidence and I feel comfortable having discussions with him.”

Mr W, Barnet, North London

Sifa pro
Chartered Wealth Manager

Need financial planning advice?

If you would like a free initial financial planning consultation, complete the form below, or contact our Barnet, North London office on 0208 275 1160.

Financial Adviser in Barnet, North London

Find the Barnet, North London office

11 Wrotham Park, Barnet, Hertfordshire, EN5 4SZ

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