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
Protecting your employees for life
Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure.
Simon Hawker, Managing Director, Lonsdale
The Lonsdale Services St Albans financial planning team has five qualified independent financial advisers and five administrative staff. We work with local wealth management clients in St Albans, Park Street, and Radlett.
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 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.
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.
The Lonsdale Services St Albans 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. These include : ‘Reviewing your pension option’ seminars and ‘Inheritance Tax Planning’ seminars hosted at Verulam Golf Club in 2016 and 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 £1,500 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.
Lonsdale Services is a finalist in the 2018 RPA Best Individual Pension Advice firm category (south east/anglia) and two other categories.
Steve Cook took part in the Devizes to Westminster Canoe Challenge. This is his story...
Book a consultation with a Financial Adviser at our St Albans office.
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.
As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.
Lonsdale Services Limited is authorised and regulated by the Financial Conduct Authority. Membership: 225488.
The Financial Conduct Authority does not regulate Estate Planning, Lonsdale Pension Trustees Ltd, Tax Planning, Offshore Investments or Lifetime Financial Planning.
The value of tax relief depends on your individual circumstances. Tax laws can change.
Lonsdale Mortgages do not charge a fee for their services, we receive commission from the provider except in instances where we organise additional borrowing for a client with their existing lender, as some providers do not offer commission.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
Registered in England: 04573693. Registered Office: 3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD.
© Lonsdale Services Limited 2018. All rights reserved.
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