Deb Nolan, Independent Financial Adviser, Leeds / Bradford and Tracy Gannon, Office Administrator
Lonsdale Services win Retirement Planner Outstanding Customer Care award
Friday 16 June, 2017
Lonsdale Services has won the Retirement Planner inaugural award for Outstanding Customer Care. The award winners were announced at a dinner at The Jumeirah Carlton Tower Hotel, London on Friday 16th June. Deb Nolan and Tracy Gannon members of the Leeds / Bradford financial planning team attended the event.
The Retirement Planner Awards
The Retirement Planner Awards are in their fourth year and according to The Professional Adviser website the awards aim to: ‘celebrate and promote excellence in the world of retirement planning - offering well-deserved recognition to intermediaries and providers who are at the forefront of dynamic and fresh ways to offer retirement planning and pensions advice services.’
To be considered for the Outstanding Customer Care award Lonsdale Services submitted a client case study from Deb Nolan one of our Lonsdale Wealth Management financial consultants. Deb Nolan was aware of how the tax-free cash pension legislation changed in 2006 so she advised a member of a money purchase occupational pension scheme that they could be due a financial entitlement in the form of scheme-specific tax-free cash protection. She explored this with the relevant pension provider, and her client was entitled to a significant tax free lump sum which saved them higher rate tax payments.
Simon Hawker, Managing Director of Lonsdale Services and independent financial adviser at Lonsdale Wealth Management in St Albans said:
‘Lonsdale Services is delighted to win the inaugural Retirement Planner Award for Outstanding Customer Care. We competed against three other national financial planning companies to win the award. The case study we submitted to the judges is just one example of the type of work our independent financial advisers always do for their clients. We work together to create a financial plan and help clients achieve their financial goals and objectives. Lonsdale Services has a client charter that details how all our financial consultants are committed to offering our clients the best possible independent financial advice and client service. We regularly survey our clients to ensure that we continue to provide the most appropriate independent financial advice and we publish our excellent client survey results on our website.’
‘I really enjoy my job as I like helping clients dissect the minefield of complicated financial planning information so they understand what financial advice they need and why. It is great to win the Retirement Planner Award, but this case study is just one example of the type of work I always do for my clients. We work together to create a financial plan and I help my clients achieve their financial goals and objectives.’
Latest News Next Article Previous Article