Independent Financial Advisers in Harpenden


Financial Planning Specialisms: Investment Planning, Estate Planning, Inheritance Tax Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling, Millenial Financial Advice, Offshore Experience


Mark Slobom and Aaron Abraham offer independent financial advice in Harpenden.

Mark joined Lonsdale Wealth Management as an independent financial adviser in 2010, and opened his office in Harpenden. He has established a successful private client financial business in Harpenden. Mark works with Aaron Abraham. Aaron is based in our Harpenden office but often works in London supporting his central London and Wimbledon clients. Two administrators – Tracey Castle and Deirdre support our Harpenden independent financial advisers.

Mark specialises in helping local Harpenden clients meet their pre-retirement investment needs, reviews income requirements in retirement and provides bespoke pension advice and retirement planning advice. Mark also offers inheritance tax planning advice. He also chairs the bi-monthly Lonsdale Investment Policy Committee.

In 2015 Mark passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring he is qualified as a pension adviser to give retirement planning advice on new pension legislation.

Aaron Abraham, independent financial adviser, IFA joined the Harpenden financial planning team in 2017. Aaron has worked in the financial services industry since 2000 as a financial adviser and private client wealth manager. He is a qualified financial adviser having passed the Chartered Institute of Insurance Diploma in Financial Planning and Securities Advice and Dealing qualification.

Aaron’s financial specialisms include offering investment advice, pension advice and inheritance tax planning advice. Through his experience of working with high net worth clients overseas Aaron has gained considerable offshore experience. Following his return home to the UK he is now able to offer financial planning advice to other returning expats.

Mark Slobom, independent financial adviser in Harpenden, Hertfordshire said: ‘I look to provide my clients with insightful financial planning advice using investments and products from across the market to provide personalised investment and retirement solutions.’

Harpenden Office

16 Station Road
Harpenden
Hertfordshire
AL5 4SE

Tel: +44 (0) 1582 466 900
Fax: +44 (0) 1582 469 337
Email: ku.oc.secivreseladsnol@mobolsm Email: ku.oc.secivreseladsnol@maharbaa

Financial Advisers: Mark Slobom

Financial Advisers: Aaron Abraham

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


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Mark Slobom IFA Harpenden - Product specialisms support financial planning

Lonsdale financial advisers benefit from the support of colleagues when offering independent financial advice.

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