Call our Independent Financial Advisers 01727 845500

Independent Financial Advisers in Barnet, North London


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


Call our Lonsdale Independent Financial Advisers (IFAs) in Barnet, Hertfordshire on 0208 275 1160 or 0208 275 1161 for a free financial planning initial consultation.

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

Our qualified team of Independent Financial Advisers has considerable financial experience having worked within their local community for many years. Our financial advisers have built up a large local client base in the North London area with many clients in Barnet, Enfield and Winchmore Hill.

SIFAOur Barnet financial advisers work with local solicitors and accountants to ensure our clients receive joined up legal, financial and tax advice. Both Simon Prestcote and Ray McHugh are listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

The Lonsdale Services North London Office is located just outside Barnet in the prestigious 2,500 acre privately owned estate of Wrotham Park. Clients are welcome to meet at our offices where there is ample car parking for visitors, or our Financial Advisers are available to meet with you at home.

In recent years our North London team hosted free seminars at Hadley Wood Golf Club on a variety of topical financial planning issues, including pension planning and estate planning.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

North London Office

10 & 11 Wrotham Park
Barnet
Hertfordshire
EN5 4SZ

Tel: +44 (0) 208 275 1160 (Simon Prestcote)
Tel: +44 (0) 208 275 1161 (Ray McHugh)
Fax: +44 (0) 208 447 0931

Financial Advisers: Simon Prestcote, Ray McHugh

Email Simon: ku.oc.secivreseladsnol@etoctserps
Email Ray: ku.oc.secivreseladsnol@hguhcmr

Barnet, North London Financial Advisers Office

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

The Financial Conduct Authority does not regulate Cash-Flow Modelling, Tax Advice, or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.


News from our Financial Advisers


03-09-2020

Read the latest J P Morgan Market Bulletin

Read the latest JP Morgan Market Bulletin with information on Covid 19

15-07-2020

Simon Prestcote, IFA Barnet - How to avoid paying inheritance tax on your ISAs

ISAs have many tax advantages but they are NOT free from inheritance tax unless you leave them to your spouse or civil partner. Read more here.

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Wealth Management

Wealth Management

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