Independent Financial Advisers in St Albans, Hertfordshire

Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Auto Enrolment, Tax, Cash Flow Modelling, Trust Investments

The Lonsdale Services St Albans financial planning team has seven qualified independent financial advisers and seven administrative staff. We work with local wealth management clients in St Albans, Park Street, 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 we won the RPA Outstanding Customer Care award.

All our St Albans independent financial advisers are very experienced and have 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.

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 are qualified to provide independent financial advice, having passed the Chartered Insurance Institute Diploma in Financial Planning & (RO8) Pensions Update Examination.

St Albans Office

3 Curo Park
St Albans

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 FirmThe Lonsdale Services St Albans financial planning team are proud supporters of St Albans ‘central’ City Youth Football Club (under 9’s) team for the 2017/18 season. Our St Albans financial consultants have supported the team by buying new kit for the whole team. We also supported the Watford Grassroots Football for the 2017/18 season.

Our St Albans independent financial advisers also support the St Albans community by offering free financial planning courses. These include : ‘Reviewing your pension option’ seminars and ‘Inheritance Tax Planning’ seminars hosted at Lonsdale Services offices in 2017. A further two seminars were hosted at our St Albans office in 2017.

In March 2018 Steve Cook competed in the Devizes to Westminster canoe challenge and raised £2,596 for the Alzheimer’s Society and the Essex and Herts Air Ambulance Trust. In June 2018 Steve Cook and Simon Hawker joined other Lonsdale colleagues on the Trek26 Alzheimer’s Yorkshire Three Peaks Challenge. The team raised over £3,457 for Alzheimer’s Society.

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


Lonsdale Services says goodbye to St Albans administrator Sally Danks

Sally Danks our St Albans administrator has recently left Lonsdale Services after working with us for more than fourteen years.


Richard Porter, IFA, St Albans - How to pay for long-term care costs

Lonsdale Services Financial Advisers offer independent financial advice to pay long-term care options for yourself or an elderly parent.

Book a Free Initial Consultation

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


You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

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.