Wealth Management

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.

USE OUR FINANCIAL PLANNER

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

Employee Benefits

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

Pension Trustees

Independent professional pension trustees
Mark Bowen Financial Adviser St Albans

I find it satisfying to support clients with their financial planning. I worked with several companies to set up company auto enrolment schemes, advising companies on how to embrace the new pension legislation which involves employers providing a pension plan for employees. It has been rewarding to oversee the process from implementation, and check that the regulatory framework is set up correctly. My clients feel reassured they are supported with this new service and trust I can meet their staging date.

Mark Bowen, Independent Financial Adviser (IFA), St Albans

Mark Bowen
Independent Financial Adviser, St Albans, Hertfordshire

Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Auto Enrolment, Tax, Cash Flow Modelling

Mark has an extensive background in personal finance. For over 25 years, he has managed investments and personal finances for individuals, small businesses, and organisations. In 2001 Mark joined Standard Life where he worked for 7 years as a senior account manager. He also held an advisory role with Lloyds TSB where he worked as a business banking manager.

Mark was appointed as a Financial Adviser by Lonsdale Services Limited, to oversee a division of their client bank in 2008. He is involved in acquisitions of like-minded companies.

He is a member of the Personal Financial Society where he has achieved industry qualifications to Diploma level, so is qualified to offer financial advice. Mark has given seminars focusing on financial literacy to FTSE listed companies, high net worth clients and individuals.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

Mark lives in North London with his wife, Bethany, and their two children.

Mark Bowen – To learn more about Mark’s investment career, please read his LinkedIn profile.

Independent Financial Advisers in St Albans – Read more about our team.

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

Mr F, Hertfordshire (ISA)

News from our Financial Advisers

24-03-2017

Mark Bowen, IFA St Albans - Reviewing your defined benefit pension scheme

'Reviewing your defined benefit pension scheme’ is part of our ‘The value of an independent financial adviser series

The St Albans Financial Planning Team

Read more about our team of Independent Financial Advisers in St Albans.

Book a Free Initial Consultation

Book a consultation with Financial Adviser Mark Bowen.

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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.