Financial advice that you can trust
How do you want to plan for your future?
Use our Lonsdale Lifetime Financial Planner to monitor your cashflow and maximise your retirement income and protect your family’s financial security.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
Protecting your employees for life
Our approach
Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
I thoroughly enjoy my work at Lonsdale, being able to provide centralised support to the advisers so that they can focus their expertise on their clients and also being part of a great team of professional people.
Kate Harris, Investment Research, St Albans
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Kate’s background is in international banking, where she was a Senior Manager in corporate lending at BNP Paribas. In 2003, after 20 years in the City, she decided to set up a stress management & holistic therapy practice with the aim of helping others achieve a better work/life balance.
Kate joined Lonsdale Services Limited in 2011, to assist them initially with some small projects and nearly 4 years later, she is still happily part of the team, responsible for an expanded list of projects and tasks, whilst still running her practice in Barnet.
Her role is mainly to provide centralised research and analysis for the Lonsdale advisers, carrying out due diligence and helping to create panels of preferred providers for a variety of investment products.
She also assists the Chairman of Lonsdale’s Investment Policy Committee with the bimonthly policy meetings and production of the central investment policy guide for the team.
In between balancing client appointments at her practice and her role at Lonsdale, Kate is an avid reader/viewer of Nordic crime thrillers. She also attends Pilates classes each week and is a keen walker, but only if it’s not raining!
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As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.
Lonsdale Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number: 225488.
The Financial Conduct Authority does not regulate Estate Planning, Lonsdale Pension Trustees Ltd, Tax Planning, Offshore Investments or Lifetime Financial Planning.
The value of tax relief depends on your individual circumstances. Tax laws can change.
Lonsdale Mortgages do not charge a fee for their services, we receive commission from the provider except in instances where we organise additional borrowing for a client with their existing lender, as some providers do not offer commission.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
Registered in England: 04573693. Registered Office: 3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD.
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