Call our Independent Financial Advisers 01727 845500

I have used Lonsdale Wealth Management more since I semi retired and started my own business. My relationship with my adviser has been of immense benefit to me and I have no hesitation in recommending Lonsdale to others.

Mr F from Hertfordshire
(ISA Investment Planning)

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Investment Planning

We pride ourselves on our ability to deliver an investment plan that enables you to achieve your financial goals. Trust us to deliver effective investment planning to allow you to make the most of your hard earned assets throughout your lifetime.

During the planning process we will work with you to define your goals and aspirations. Once key goals are in place, we can develop a plan which can help you achieve your goals using products that offer the required level of risk.

Many people fail to achieve their financial goals because they do not maintain a clear focus; they lack understanding and experience of relevant financial products, or are unaware of the financial options available to them. This can often cause them to concede defeat at the first sign of difficulty.

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

Our wealth management consultants are investment specialists who can advise on all relevant investment products and keep you informed of regulatory changes. We will work with you over your lifetime to ensure that your investment plan remain on track, especially through difficult times.

Our investment approach uses both active and passive fund solutions allowing us to provide you with personalised financial advice and solutions. We make you aware that the value from an investment and the income from it could go down as well as up. If you are new to investing, we recommend you read our Beginners Guide to Investing.

pdfActive Vs Passive Investing Explained

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 ISAs, Trusts and Investment Bonds, Pensions, General Investment Account
  • Structured Products

I have been with Mark for years and have no hesitation in recommending him to friends and family. I fully trust him.”

Mr O, Hertfordshire (Investment Planning)

Case Study

Investing the proceeds of a business sale

How Simon Armstrong added value with his independent financial advice.

The value of investments can fall as well as rise. You may not get back what you invest.

Investment Planning Checklist

  • What are your financial goals and aspirations?
  • What level of risk are you prepared to take?
  • How much money can you invest or regularly save?
  • What level of return do you need or expect?
  • What level of product charges are you willing to pay?
  • What is your investment planning timeframe i.e. retirement age?

Book a Free Consultation

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Wealth Management

Wealth Management

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.

Investment Planning


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