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

The Lonsdale Services St Albans financial planning team has five qualified independent financial advisers and five administrative staff.

All our 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, or alternatively we are always available to meet our clients at other locations.

Our Independent Financial Advisers – St Albans

All our 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

The Lonsdale Services financial planning team are proud supporters of St Albans ‘central’ City Youth Football Club (under 9’s) team for the 2015/16 and 2016/17 and 2017/18 seasons. 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. Two ‘Reviewing your pension option’ seminars and an ‘Inheritance Tax Planning’ seminar were hosted at Verulam Golf Club in 2016. All the seminars were held at Verulam Golf Club, St Albans.

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


Simon Hawker, IFA St Albans - Are you close to your pension Lifetime Allowance?

Simon Hawker, member of the St Albans financial planning team recommends you get pension advice if you are close to the pension Lifetime Allowance


Richard Porter IFA St Albans –When to keep your defined benefit pension scheme

Why consult an independent financial adviser if you want to transfer out of your defined benefit pension scheme?

Book a Free Initial Consultation

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