Wealth Management

Financial advice that you can trust

How do you want to plan for your future?

Use our Lonsdale Lifetime Financial Planner to monitor your cashflow and maximise your retirement income and protect your family’s financial security.

USE OUR FINANCIAL PLANNER

We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”

Simon Hawker, Managing Director, Lonsdale

Employee Benefits

Protecting your employees for life

Our approach

Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure.

We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”

Simon Hawker, Managing Director, Lonsdale

Pension Trustees

Independent professional pension trustees

Independent Financial Advisers in Leeds / Bradford

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

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, 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. In August 2015 Deb passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring Deb 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.

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

Leeds / Bradford Office

Tong Hall
Tong Village
West Yorkshire
BD4 0RR

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

Financial Advisers: Deb Nolan

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

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.

The Leeds / Bradford Financial Planning Team

News from our Financial Advisers

11-07-2018

Lonsdale Trekkers complete Trek26 and raise £3600 for Alzheimer’s Society

The Lonsdale Services team completed the Alzheimer’s Trek26 Yorkshire Three Peaks challenge walk on 30th June.

08-06-2018

Lonsdale Trekkers raise £1200 of £1,500 target for Alzheimer’s Society

The Lonsdale trekkers have currently raised £1000 of their £1,500 fundraising target for Trek26. Read our article below to see how you can donate.

Book a Free Initial Consultation

Book a consultation with a Financial Adviser at our Leeds / Bradford office.

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Wealth Management

Wealth Management

Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.