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.
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
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
Deb 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.
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 £1,500 for Alzheimer’s Society.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Book a Free Initial Consultation
Book a consultation with a Financial Adviser at our Leeds / Bradford office.
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.