Independent Financial Advisers in St Albans, Hertfordshire

The Lonsdale Services St Albans financial planning team has six qualified independent financial advisers and six administrative staff. We work with local wealth management clients in St Albans, Park Street, Kings Langley, Watford, Radlett, Hemel Hempstead, Welwyn Garden City and Stevenage.

Call 01727 845500 for a free financial planning initial consultation.

Financial Planning & Wealth Management

Pension Planning
& Retirement Advice


Our advisers offer impartial pension advice, whether you are saving into a pension, reviewing your pension options or want to generate a retirement income. Our advisers set up personal pensions and SIPPs, and advise on suitable pension investments. At retirement we review your income drawdown options including flexi-access drawdown and annuities so you can achieve your life goals.

Investment
Planning


If you are looking to save tax efficiently take financial advice. Our advisers work with you to define your goals and aspirations before providing you with a personalised financial plan that invests in multi-asset portfolios appropriate for your required level of risk. As we are independent, we can offer a range of active and passive solutions and sustainable investing options.

Corporate Workplace
Pension Solutions


Lonsdale Benefit Consultants provide a financial planning solution to companies setting up or managing a workplace pension scheme for their employees. Our independent financial advisers offer a clearly defined service proposition and a transparent fee structure. For more information call Richard Porter on 01727 845500.

Our
Clients


The Lonsdale Services St Albans financial planning team has six qualified independent financial advisers and six administrative staff. We work with local wealth management clients in St Albans, Park Street, Kings Langley, Watford, Radlett, Hemel Hempstead, Welwyn Garden City and Stevenage. Call on 01727 845500 for a free initial financial planning consultation.

Experienced
& Qualified


Most of our experienced financial advisers have worked in the financial services industry for many years. Our St Albans financial planning team provides independent financial advice to wealth management clients. We also offer employee benefit solutions, to companies wanting to outsource management of their workplace pension schemes.

Why work
with us?


We are listed in the SIFA Directory of Professional Financial Advisers, endorsed by the Law Society. Our advisers work with your professional intermediaries, so you receive personalised financial advice. We are based in Forgmore in St Albans. We welcome clients to our St Albans office where we have adequate parking. Alternatively, we are happy to meet at other locations or online.

Richard is always extremely helpful and responsive, and I would unreservedly recommend him to anyone who is interested in finding an independent financial adviser.”

Mr M, Hertfordshire

Sifa pro
Dementia friend

Need financial planning advice?

If you would like a free initial financial planning consultation, complete the form below, or contact our St Albans office on 01727 845500.

Financial Adviser in St Albans

Find the St Albans office

3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD

Professional Award for vulnerable clients Trusted adviser award outstanding customer care award