Independent Financial Advisers in Harpenden
Financial Planning & Wealth Management
Our Harpenden advisers offer wealth management advice. Maximise your high-earning years and save tax efficiently for holidays, school fees or save into your pension. If you have surplus income available to invest, our independent financial advisers will explain your financial options. We offer financial advice, so you achieve your lifetime goals and supplement your pension saving.
Pensions Planning / Retirement Income
Mark Slobom and Aaron Abraham provide bespoke pension advice and retirement planning solutions. They specialise in helping local Harpenden clients meet their pre-retirement investment needs. Our advisers also review income requirements in retirement providing income drawdown options.
Our financial advisers assist you with estate planning, by reviewing your personal assets to check if your estate would be liable to inheritance tax. Call us if you want to pass on accumulated wealth tax efficiently to your dependents or into a trust. We review your assets and provide personalised financial advice and inheritance tax solutions.
Many of Mark’s clients in Harpenden, Wheathampstead and Redbourn chose Lonsdale Wealth Management financial planning as they wanted to use a local financial adviser, but Mark also offers financial advice to clients across Hertfordshire and the south-east. Aaron is based in our Harpenden office but often works in London supporting his central London and Wimbledon clients.
Our Harpenden financial advisers have considerable financial services experience. Mark has worked in finance since 1995, and joined Lonsdale in 2010, setting up our Harpenden office and establishing a successful private client financial planning business. Aaron joined our Harpenden office in 2017. He has worked in financial services as an adviser and private client wealth manager since 2000.
Our Harpenden office is centrally located in Station Road, Harpenden. Our advisers offer exceptional financial planning advice and work with your solicitor and accountant to offer joined up financial, legal and tax advice. The Harpenden office is listed in the SIFA Directory of Professional Financial Advisers, endorsed by the Law Society.
I have been with Financial Adviser Mark Slobom for years and have no hesitation in recommending him to friends and family. I fully trust him.”