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
Deb 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, Wakefield, 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.
In 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
BD4 0RR
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.
The Leeds / Bradford Financial Planning Team
Deb Nolan
Financial Adviser
Leeds / Bradford
Tracy Gannon
Administrator
Leeds / Bradford
Rebecca Wood
Administrator
Leeds / Bradford
News from our Financial Advisers
14-08-2019
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
17-05-2019
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
Deb
Nolan
Deb works in our Leeds / Bradford office. In 2017 she won the Retirement Planner Outstanding Customer Care Award for Lonsdale Services with her client case study.
Simon
Hawker
Simon is the Managing Director of Lonsdale Services and a hugely experienced Financial adviser. Simon works in our St Albans financial planning team, specialising in company and group pensions and holistic financial planning.
Allan
Ross
Allan works in our Ware financial planning team. Allan’s areas of expertise is advising clients on how to properly mitigate inheritance tax, and how to fund long term care.
Mark
Slobom
Mark specialises in helping clients meet their pre-retirement investment needs and provide their income in retirement. He is a member of our Harpenden financial planning team.
Aaron
Abraham
Aaron works in Harpenden but offers investment advice and pension advice in central and south London. Aaron has offshore experience so provides financial planning advice to returning expats.
Steve
Cook
Steve works in our St Albans financial planning team. He mainly advises corporate clients on Group Personal Pension Schemes, Group Life, Income Protection and Private Medical Schemes.
Howard
Goodship
Howard has over 25 years financial services experience. He heads the Ringwood financial planning team helping clients understand how their investments and finances can support their lifestyle.
Ray
McHugh
Ray McHugh works in our North London financial planning team. Ray’s background is in Corporate Pensions, Retirement Planning and investment planning for individuals.
Simon
Prestcote
Simon Prestcote is a Chartered Wealth Manager working in our North London financial planning team. He specialises in helping private clients with their retirement, investment and estate planning.
Mark
Bowen
Mark works in our St Albans financial planning team. With over 25 years’ experience he manages investments, personal finances for individuals, small businesses and organisations.
Richard
Porter
Richard is an experienced financial adviser who works in our St Albans financial planning team. He specialises in working with high net worth business owners managing their pension, investment and tax planning.
Simon
Armstrong
Simon works in our St Albans financial planning team. He specialises in offering pre and post retirement planning, investment advice, estate planning and cash-flow planning for individuals.
Neil
Homer
Neil works in our Stafford financial planning team and has over fifteen years financial planning experience. He specialises in providing investment planning and financial advice for individuals.
Stewart
Sims-Handcock
Stewart has worked for almost two decades in financial services helping high net worth individuals with financial planning for pensions, inheritance tax, trusts and investment bonds.
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