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Mark Bowen Financial Adviser St Albans

I find it satisfying to support clients with their financial planning so they achieve their financial goals. I work with companies offering employee benefit solutions. I also advise our wealth management clients.

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, Workplace Pensions, Tax, Cash Flow Modelling, Trust Investments, Retirement Income

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.

St Albans Chamber of CommerceMark 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. We offer a free initial financial planning consultation. For more information call our St Albans office on 01727 845500.

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)

I have total confidence in my advisor, Mark Bowen. It is a great relief that I have someone so competent looking after my finances in such a complex environment.”

Mr H, Warminster

I have recommended Mark Bowen to both friends & relatives and would not if not 100% satisfied with all aspects of service and advice given.”

Mr & Mrs P, Barnet

Mark provides a clear and confident review that helps us plan for the year ahead with the appropriate risk rating. The information he provides and the way he delivers it, is invaluable.”

Mr & Mrs C, Eastcote

News from our Financial Advisers


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

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

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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.