Richard Porter, Director, Lonsdale

and Sally Danks, Administrator, St Albans

We have worked with Lonsdale Services over the years and find the help and assistance from them to be second to none.

Claire Banks, Clegg Gifford & Co Limited, Essex

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

Case Study

Clegg Gifford

Providing pensions and
auto enrolment advice to Essex based
firm since 2001.

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Employee Checklist

  • What are your financial goals and aspirations?
  • What is your investment planning timeframe – i.e retirement age?
  • What financial products do you already have?
  • What are your key financial priorities – protection, investment or estate planning
  • What level of risk are you prepared to take?
  • How much money can you invest or regularly save?
  • What level of returns do you need or expect?
  • What level of product charges are you willing to pay?

Employee Benefits

An effective employee benefits solution helps your company retain key staff by providing the benefits they expect: life cover, income protection and private medical insurance. Offering a company pension enables employees to save tax efficiently for retirement.



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