Call our Independent Financial Advisers 01727 845500

Investment Advisers

Richard Porter, Director, Lonsdale

and Ray McHugh, Financial Adviser

I have set up employee benefit schemes for a variety of companies. Every employee benefit solution is unique because all companies have different requirements. Once the plan is set up it is really satisfying to work with the company to see how the workforce benefits from the scheme.

Richard Porter, Director, Lonsdale

Investment Advice

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

During the planning process trust our benefit consultants to work with your employees to define their goals and aspirations. We recognise that every employee is different so their investment plan is tailored to meet their specific needs and offers an appropriate level of risk.

We want your employees to be in control of their investment plan, so we make sure they understand it, allowing them to make relevant and informed investment decisions with the advice of our team.

Our benefit consultants are investment specialists who can advise on a variety of products and keep you informed of regulatory changes. We work with your employees to ensure that their investment plan remains on track, especially through difficult times. Our approach to investment planning can utilise a broad range of products which may include:

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

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

Case Study

Clegg Gifford

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

Employee Checklist

  • What are your financial goals and aspirations?
  • What is your investment planning timeframe – i.e. retirement age or specific date?
  • What level of risk are you prepared to take?
  • What investments do you already own and how much do you have invested?
  • Are your current investments still applicable?
  • 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?

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Employee Benefits

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.

Investment Advice


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