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
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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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.
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.
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)
30-10-2018
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 our independent financial adviser in Harpenden reviews the recent volatility in equity markets
Read more about our team of Independent Financial Advisers in Harpenden, Hertfordshire.
Book a consultation with Financial Adviser Mark Slobom.
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.
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.
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