Call our Independent Financial Advisers 01727 845500

Independent Financial Advisers in Leeds / Bradford

Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Protection, Pension Advice & Retirement Planning, Tax

Call our Lonsdale Independent Financial Advisers (IFAs) in Leeds / Bradford on 0113 287 9655 for a free financial planning initial consultation.

Our Independent Financial Adviser (IFA) – Leeds / Bradford

Leeds Bradford Financial Advisers OfficeDeb Nolan offers independent financial advice in Leeds / Bradford. She opened our West Yorkshire office in January 2013 and she offers financial planning advice to clients throughout the whole of Yorkshire, (including Leeds, Bradford, Wakefield, Halifax, Skipton and Huddersfield).

Deb was joined by Tracy Gannon, Personal Assistant/Administrator in 2015 and Rebecca Wood, Administration Assistant, in September 2018. The Leeds / Bradford financial planning team work in offices at historic Tong Hall, where parking is available for clients.

Deb provides advice on protection, investments and retirement planning to both individuals and businesses. She also works with local solicitors and accountants to ensure our clients receive joined up legal, financial and tax advice. Our Leeds/Bradford office is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

Deb passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring she is qualified to give advice on pension legislation.

Deb Nolan, Independent Financial Adviser, Leeds Bradford accepting the awardIn June 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 (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 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. They are now in training for the National Three Peaks Challenge in June 2020.

I’m really glad I work at Lonsdale Wealth Management as an Independent Financial Adviser in Leeds / Bradford. I love my job and enjoy helping clients dissect the minefield of complicated financial planning information, so they understand what they need to do and why! I see my role as working with my clients to develop their financial plan so they feel confident that they will get to where they want to be. Our Tong office is ideally located between Leeds and Bradford, so it’s really convenient for clients to visit. It’s a real pleasure to come and work in such beautiful and peaceful surroundings each day.”

Deb Nolan, Independent Financial Adviser, Leeds / Bradford

Superb effortless service. Trust is 100% and support is above and beyond. Thank you!”

Ms M, Wakefield, Yorkshire

Deb Nolan has looked after our money matters, since my retirement from the NHS in 2011. She understands our present needs and future plans and attitude to investment risk. With Tracy and Rebecca in support they are a great team! We always look forward to our review visits at Tong Hall!”

Mr & Mrs B, Leeds

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

Leeds / Bradford Office

Tong Hall
Tong Village
West Yorkshire

Tel: +44 (0) 113 287 9655
Email: ku.oc.secivreseladsnol@nalond

Financial Advisers: Deb Nolan


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


Lonsdale colleagues to run 10 miles and raise money for Alzheimer’s Society

Lonsdale colleagues Deb Nolan, Tracy Gannon and Allan Ross will run the Asda Foundation York 10 mile run for Alzheimer's Society in October 2019


Retirement Planner Awards Finalist 2019 - Outstanding Customer Care

Lonsdale won the 2017 Retirement Planner Outstanding Customer Care award and has now been nominated as a finalist in this category for the 2019 award

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