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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

I look to provide my clients with insightful financial planning advice using investments and products from across the market to provide personalised investment and retirement solutions.

Mark Slobom, Independent Financial Adviser (IFA),
Harpenden, Hertfordshire

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Mark Slobom
Independent Financial Adviser, IFA, Harpenden, Hertfordshire

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

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.

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.

I have been with Financial Adviser Mark Slobom for years and have no hesitation in recommending him to friends and family. I fully trust him.”

Mr O, Hertfordshire (Investment)

News from our Financial Advisers

30-10-2018

LGT Vestra awarded accolades at Citywire Investment Performance Awards 2018

Since 2015, the Lonsdale Wealth Management’s range of Governed Portfolios has been managed by LGT Vestra in partnership with Lonsdale Services.

26-10-2018

Mark Slobom – IFA Harpenden reviews October’s equity market volatility

Mark Slobom our independent financial adviser in Harpenden reviews the recent volatility in equity markets

The Harpenden Financial Planning Team

Read more about our team of Independent Financial Advisers in Harpenden, Hertfordshire.

Book a Free Initial Consultation

Book a consultation with Financial Adviser Mark Slobom.

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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.