Mark Slobom
Independent Financial Adviser, IFA, Harpenden, Hertfordshire

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Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling, Retirement Income, Long-Term Care, Trust Planning

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Mark graduated in Business Studies from Oxford Brookes University before starting work in financial services in 1995 with an American Bank and later Legal and General. He joined Edward Jones in 2000, where he worked for 8 years as an Independent Financial adviser and Stockbroker.

Mark joined Lonsdale Wealth Management as an independent financial adviser in 2010. He set up the Harpenden office where he has established a successful private client financial planning business. He was recently joined in Harpenden by independent financial adviser Aaron Abraham. Mark specialises in helping clients meet their pre-retirement investment needs, income requirements in retirement and providing bespoke retirement planning. He also chairs the Lonsdale Investment Policy Committee.

Many of Mark’s clients in Harpenden, Wheathampstead and Redbourn chose Lonsdale Wealth Management financial planning as they wanted to use a local financial adviser, but Mark also offers financial advice to clients across Hertfordshire and the south east.

Mark works with local solicitors and accountants to ensure clients receive joined up legal, financial and tax advice. Our Harpenden office is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

In 2015 Mark passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring he is qualified to give retirement advice on new pension legislation.

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.

Outside of work Mark enjoys sport and plays tennis and runs regularly. He is married to Annie and has three children.

Read Mark Slobom’s Interview on Lonsdale’s Investment Policy Committee

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

Independent Financial Advisers in Harpenden – Read more about our team.