Independent Financial Advisers in Wimbledon
Financial Planning & Wealth Management
Pension Planning & Retirement Advice
Aaron opened the Lonsdale Wimbledon office to service his central London and Wimbledon customers, returning to the area where he worked for Edward Jones and Equity Invest Limited . He offers pension planning and retirement advice to employed and self-employed individuals in South London, to achieve your retirement goals. Aaron will review your financial options and use cashflow planning tools to discuss how to save tax efficiently into a pension.
Lonsdale Services offers independent financial solutions for your investment planning, whatever your age or circumstance. We provide personalised financial advice investing in multi-asset portfolios appropriate for your required level of risk. We offer active and passive investment solutions and sustainable investment opportunities.
Call our Wimbledon financial advisers now for estate planning advice to review your personal wealth and reduce the inheritance tax you will pay in future. Discussing IHT with a financial adviser should enable you to pass on accumulated wealth tax efficiently to your dependents.
Aaron Abraham offers independent financial advice in Wimbledon. He works with customers in south and central London. He has customers in Putney, Kingston, Chelsea, Notting Hill, Knightsbridge, Fulham, Richmond, and Wandsworth. Aaron has considerable offshore experience and offers financial advice to returning expats.
Aaron opened our Wimbledon office in 2022. Prior to this Aaron worked alongside Mark Slobom in our Harpenden office since 2017. During his financial services career since 2000, Aaron has worked as an adviser and private customer wealth manager in the UK and abroad.
Our experienced Wimbledon independent financial advisers deliver high quality local financial advice from a central Wimbledon location. We are not biased towards any provider, so our cost-effective investment advice puts your financial interests first. We also work with your solicitor and accountant to provide joined up financial, legal and tax advice.