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.
Monday 11 February 2019
Planning ahead and ensuring you have the right strategy helps you make the most informed and effective decisions to meet your retirement aspirations.
Monday 11 February 2019
On 1/3/19 our Lonsdale Barnet financial planning team host Michael Bell, Global Market Strategist, J.P. Morgan Asset Management at our client seminar
Friday 1 February 2019
The Lifetime Individual Savings Account (LISA) was introduced to help anyone aged 18-39 save towards their first home or save towards their retirement
Wednesday 23 January 2019
Richard Porter, IFA, St Albans recommends planning ahead and using up all your pension and ISA allowances before the new 2019/20 tax year.
Friday 18 January 2019
Lonsdale Advisers can offer financial advice on paying care home fees. For example - care home fee planning for yourself or an elderly parent.
Wednesday 16 January 2019
There comes a point in life when people shift from saving for the future to drawing an income from those savings.
Monday 7 January 2019
Investment costs are now much more transparent for any new investments made since January 2013 and costs maybe lower.
Wednesday 2 January 2019
In 2018 the Financial Times voted Lonsdale Services one of the top 50 financial advisers in the UK
Wednesday 12 December 2018
Financial advisers have a duty of care to protect the interests of clients living with dementia
Monday 10 December 2018
Lonsdale Services recommend that self-employed millennials consider saving into a pension.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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27-04-2017
The Pensions Regulator has issued five simple steps to follow if you want to invest your retirement savings to protect your pension from scammers.
11-02-2019
On 1/3/19 our Lonsdale Barnet financial planning team host Michael Bell, Global Market Strategist, J.P. Morgan Asset Management at our client seminar
11-02-2019
Planning ahead and ensuring you have the right strategy helps you make the most informed and effective decisions to meet your retirement aspirations.
01-02-2019
The Lifetime Individual Savings Account (LISA) was introduced to help anyone aged 18-39 save towards their first home or save towards their retirement
23-01-2019
Richard Porter, IFA, St Albans recommends planning ahead and using up all your pension and ISA allowances before the new 2019/20 tax year.
18-01-2019
Lonsdale Advisers can offer financial advice on paying care home fees. For example - care home fee planning for yourself or an elderly parent.
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 2019. All rights reserved.
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