Call our Independent Financial Advisers 01727 845500

Independent Financial Advisers in St Albans, Hertfordshire


Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Workplace Pensions, Tax, Cash Flow Modelling, Trust, Investments, Long-Term Care


Call our Lonsdale Independent Financial Advisers (IFAs) in St Albans, Hertfordshire on 01727 845500 for a free financial planning initial consultation.

The Lonsdale Services St Albans financial planning team has five qualified independent financial advisers and seven administrative staff. We work with local wealth management clients in St Albans, Park Street, Kings Langley, Watford and Radlett.

RPA Awards Best Individual Pensions Advice FirmIn 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 2017 Lonsdale Services won the RPA Outstanding Customer Care award.

All our St Albans independent financial advisers are very experienced having worked in the financial services industry for many years. Within the St Albans financial planning team we offer independent financial advice to wealth management clients and employee benefit solutions for companies.

SIFAOur qualified financial advisers work with local solicitors and accountants to ensure our clients receive joined up legal, financial and tax advice. Our St Albans office is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

Our independent financial advisers in St Albans work from offices in Frogmore, St Albans. We welcome clients to our St Albans office where we have adequate parking. Or alternatively we are always available to meet our clients at other locations.

Our Independent Financial Advisers – St Albans

All our St Albans Independent Financial Advisers have passed the Chartered Insurance Institute Diploma in Financial Planning & (RO8) Pensions Update Examination.

St Albans Office

3 Curo Park
Frogmore
St Albans
Hertfordshire
AL2 2DD

Tel: +44 (0) 1727 845 500
Email: ku.oc.secivreseladsnol@seiriuqne

Financial Advisers: Simon Hawker, Richard Porter, Steve Cook, Mark Bowen, Simon Armstrong

St Albans Chamber of Commerce

RPA Awards Best Individual Pensions Advice FirmLonsdale Wealth Management support the local St Albans community. We are a member of the St Albans Chamber of Commerce. We sponsor local sporting teams including the St Albans ‘central’ City Youth Football Club (under 9’s) team and Tri-Force our local junior triathlon team. Lonsdale colleagues continue to support The Alzheimer Society by fundraising for the charity in 2018 and 2019

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.

News from our Financial Advisers


25-09-2020

Chancellor announces new economic support measures

Read more about the additional government support measures for businesses, workers and the self-employed introduced by chancellor Sunak.

22-07-2020

Sustainable investing and the benefits to you and the environment

Richard Porter, independent financial adviser in St Albans reviews how you can make your pension fund or investments more sustainable.

Book a Free Initial Consultation

Book a consultation with a Financial Adviser at our St Albans 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.