Individual Member Advice

Lonsdale Benefit Consultants provide a high quality professional financial planning service for your key members of staff. Having access to financial advice is important for your employees, allowing them to plan ahead to achieve their current financial goals and maximise their retirement income.

During the planning process we work with your employees to define their goals and aspirations. We recognise that every employee is different so our financial planning service is tailored to meet their specific needs. We develop a plan to achieve these goals using a range of services and products offering the appropriate level of risk. In our financial plan we may include the following services:

• Investment planning
• Retirement and pensions planning
• Tax planning
• Estate planning
• Protection planning

Our benefit consultants are investment specialists who can advise on a variety of products and keep you informed of regulatory changes. Trust us to work with your key employees to ensure that their financial plans remain on track, especially through difficult times. Our approach to investment planning can utilise a broad range of products including:

• Mutual Funds
• Gilts & Corporate Bonds
• Shares
• Exchange-traded funds (ETFs)
• Investment Trusts
• Appropriate tax wrappers such as ISA’s, Trusts and Investment Bonds