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, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax

Our Independent Financial Adviser – 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 independent financial advice to clients throughout the whole of Yorkshire, (including Leeds, Bradford, Halifax, Skipton and Huddersfield).

She was joined by Tracy Gannon as the team administrator in 2015. During 2015 the Leeds / Bradford financial planning team relocated to larger premises in offices at historic Tong Hall.

Deb’s financial background enables her to advise on protection, investments and provide all types of retirement advice including accumulation and also options at retirement. In August 2015 Deb passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring Deb is qualified to give advice on new 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.

I’m really glad I joined Lonsdale 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. We have settled into our new offices in Tong Hall, it 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

03-01-2018

Deb Nolan IFA Bradford - What to do when you are almost at retirement?

Deb Nolan, Independent Financial Adviser, Leeds / Bradford, Yorkshire reviews what you need to consider when you are almost at retirement?

14-12-2017

Deb Nolan, IFA Leeds / Bradford – Will you have enough retirement income?

Deb Nolan, IFA Leeds / Bradford considers how to save for your retirement following the publication of a recent OECD pension report.

Book a Free Initial Consultation

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

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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.