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How our financial advisers works effectively with local solicitors & accountants

Wednesday 9 September, 2020

Lonsdale Wealth Management’s independent financial advisers (IFAs) work with local solicitors and accountants to benefit our clients.

Offering our clients joined up legal, tax and financial advice

By working effectively with local professional intermediaries, we offer our clients joined up legal, tax and financial advice.

Read more about how Lonsdale Wealth Management’s independent financial advisers work with local solicitors and accountants in our Working with Professional Intermediaries brochure.

Lonsdale Wealth Management has experience of working with local solicitors and accountants

Our Lonsdale Wealth Management independent financial advisers have considerable experience of working with local solicitors and accountants. Our advisers aim to complement the advice of our professional connections, to provide clients with a holistic service, and our financial consultants assist our professional partners to maintain an ongoing client relationship.

Working with professional intermediaries to provide the best service to our clients

We work strategically with like-minded professionals to deliver integrated advice. Once a referred client becomes a client of Lonsdale Wealth Management, the partner firm is kept updated with ongoing developments to ensure that the advice provided by the two professional firms is consistent.

Our Lonsdale offices are listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

Adviser expertise – accreditations and qualifications

Stewart Sims Handcock, Chartered Financial Planner, Ringwood, Hampshire said:

‘Many of our independent financial advisers have specialist accreditations. I am an affiliated member of STEP, a global professional association for practitioners specialising in family inheritance and succession planning.  Allan Ross our Lonsdale Wealth Management IFA in Ware is a specialist in later life clients and has Later Life Adviser Accreditation (LLAA) and is a member of the Society of Later Life Planners (SOLLA).  SOLLA gives independent recognition of his skills and experience in working with and understanding the needs of older people and their families. Our independent financial advisers regularly meet up online to discuss how we can improve our client service by working together effectively with local solicitors and accountants.’

Lonsdale independent financial advisers offer holistic financial advice and cashflow planning

Richard Porter, Director and independent financial adviser at Lonsdale Wealth Management St Albans said:

‘Our independent financial advisers provide clients with a fee charged Lifetime Financial Plan that is reviewed and forms the basis of our independent financial advice. A cashflow plan helps clients visualise how their assets, current and future income and expenditure, life events and other decisions impact their future. The plan provides benchmarks and a review process that supports the work of other professional intermediaries.  Like other professionals, Lonsdale Wealth Management is a fee-based firm and rebates to clients any commissions or other payments which may be received from third parties. Clients will be provided with details of our fee structures before we accept their instructions.’

In Summary…

For more information about how our financial advisers work with your legal or accountancy team please contact our independent financial advisers directly in St Albans, Ringwood, Ware, Barnet, Harpenden, Stafford or Leeds / Bradford, or complete our booking consultation and your local financial adviser will call you back.


Working with professional intermediaries to benefit our clients

Working with professional intermediaries to benefit our clients

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