Our Client Charter
We are committed to offering you the best possible independent financial advice and client service. We will always look after your best financial interests and treat you fairly. We build long-term financial partnerships with the individuals and businesses we work with, based on trust developed through the application of Lonsdale’s core principles of integrity, reliability, and value.
We are committed to our long-term investment philosophy that emphasises quality and diversification alongside face-to-face financial advice. Our experience has shown that this is the best way for you to achieve your financial goals. We consider all our clients to be unique and deliver financial solutions solely created to match your specific needs. This enables us to deliver financial solutions in a professional and cost-effective manner.
As Lonsdale Services is an independent privately owned business, we can afford to look after your best interests and offer you the most appropriate financial advice. We believe that professional advice can add significant value and we are committed to offering you or your company the best possible investment advice.
Our ability to work in close collaboration with you to provide exceptional client service has resulted in an enviable reputation for retaining our clients; and we have long standing relationships with most companies and individuals we work with. Working with professional intermediaries provides clients with more joined up legal, tax and financial advice.
At Lonsdale Services we aim to identify and assist clients and prospective clients who may be considered as being vulnerable by virtue of their age, disability, or other circumstances. In 2021 we won the Best Adviser firm for vulnerable client care at the National Professional Adviser Awards.
In 2018 we won the Retirement Planner (RPA) Award for Best Individual Pension Advice firm in the South-East and Anglia and were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.