Purchase income protection to protect your earnings
Friday 15 January 2021
If you are working or self-employed and don’t have income protection, consider purchasing it so you are still able to pay your mortgage and bills.
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
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.
Friday 15 January 2021
If you are working or self-employed and don’t have income protection, consider purchasing it so you are still able to pay your mortgage and bills.
Thursday 14 January 2021
Simon Prestcote our Chartered Wealth Manager in Barnet reflects on 2020 and reviews the investment outlook for 2021.
Thursday 14 January 2021
If you need financial advice in lockdown please contact your local Lonsdale Wealth Management financial adviser.
Monday 4 January 2021
Our Sustainable Investing brochure has been written in response to client demand. Read our brochure and learn more about sustainable investing.
Thursday 17 December 2020
Financial planning isn’t just about retirement planning or investing tax efficiently, sometimes we offer advice on smaller practical financial issue
Wednesday 2 December 2020
Read about being socially responsible investors, and how fund managers can direct capital to the most responsible companies to support the UN SDG's
Thursday 12 November 2020
Talk Money Week encourages everyone to discuss money openly to improve financial wellbeing. The goal is to make discussing finances commonplace.
Wednesday 11 November 2020
The campaign encourages individuals to invest their pension in sustainable companies that ‘do good’ for society.
Wednesday 4 November 2020
It is really important that people know when they can access their State Pension and how much pension they are likely to receive. Read more here
Thursday 29 October 2020
Understand your pension choices and don't neglect your pension savings due to the perceived complexity surrounding the rules and investment choices.
Allan works in our Ware financial planning team. Allan’s areas of expertise is advising clients on how to properly mitigate inheritance tax, and how to fund long term care.
Ray McHugh works in our North London financial planning team. Ray’s background is in Corporate Pensions, Retirement Planning and investment planning for individuals.
Simon works in our St Albans financial planning team. He specialises in offering pre and post retirement planning, investment advice, estate planning and cash-flow planning for individuals.
Simon is the Managing Director of Lonsdale Services and a hugely experienced Financial adviser. Simon works in our St Albans financial planning team, specialising in company and group pensions and holistic financial planning.
Simon Prestcote is a Chartered Wealth Manager working in our North London financial planning team. He specialises in helping private clients with their retirement, investment and estate planning.
Stewart has worked for almost two decades in financial services helping high net worth individuals with financial planning for pensions, inheritance tax, trusts and investment bonds.
Mark works in our St Albans financial planning team. With over 25 years’ experience he manages investments, personal finances for individuals, small businesses and organisations.
Mark specialises in helping clients meet their pre-retirement investment needs and provide their income in retirement. He is a member of our Harpenden financial planning team.
Deb works in our Leeds / Bradford office. In 2017 she won the Retirement Planner Outstanding Customer Care Award for Lonsdale Services with her client case study.
Aaron works in Harpenden but offers investment advice and pension advice in central and south London. Aaron has offshore experience so provides financial planning advice to returning expats.
Steve works in our St Albans financial planning team. He mainly advises corporate clients on Group Personal Pension Schemes, Group Life, Income Protection and Private Medical Schemes.
Howard has over 25 years financial services experience. He heads the Ringwood financial planning team helping clients understand how their investments and finances can support their lifestyle.
Neil works in our Stafford financial planning team and has over fifteen years financial planning experience. He specialises in providing investment planning and financial advice for individuals.
Richard is an experienced financial adviser who works in our St Albans financial planning team. He specialises in working with high net worth business owners managing their pension, investment and tax planning.
Complete the form below and we’ll be in touch.
31-08-2019
In 2018 the Financial Times voted Lonsdale Services one of the top 50 financial advisers in the UK
14-08-2019
Howard Goodship said: ‘Many of my clients are retired, have a comfortable lifestyle and want to provide financial help to children and grandchildren
30-06-2019
The starting point for any Inheritance Tax Planning is a discussion about what you are trying to achieve, and what is holding you back from acting.
26-04-2019
Lonsdale Advisers can offer financial advice on paying care home fees. For example - care home fee planning for yourself or an elderly parent.
03-04-2019
There are several important and valuable tax planning opportunities that will be lost after April 5th 2019. Read more
14-01-2021
Simon Prestcote our Chartered Wealth Manager in Barnet reflects on 2020 and reviews the investment outlook for 2021.
04-01-2021
Our Sustainable Investing brochure has been written in response to client demand. Read our brochure and learn more about sustainable investing.
14-01-2021
If you need financial advice in lockdown please contact your local Lonsdale Wealth Management financial adviser.
15-01-2021
If you are working or self-employed and don’t have income protection, consider purchasing it so you are still able to pay your mortgage and bills.
04-11-2020
It is really important that people know when they can access their State Pension and how much pension they are likely to receive. Read more here
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.
© Lonsdale Services Limited 2021. All rights reserved.
This website was designed and developed by Tonic Fusion