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.

Lee-Anne Peters, Quality Assurance, St Albans

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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 seek to 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.

Our aim is to deliver a financial planning solution that is totally in tune with your investment objectives. 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 the majority of companies and individuals we work with.

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.

We consider all our clients to be unique and we will deliver financial solutions solely created to match your specific needs. This enables us to deliver financial solutions in a professional and cost effective manner.

We are committed to our long-term investment philosophy that emphasises quality and diversification with face to face financial advice. Our experience has shown that this is the best way for you to achieve your financial goals.

In 2017 Lonsdale Services won the national Retirement Planner Award for Outstanding Customer Care. Lonsdale Services submitted a client case study which showed how Deb Nolan, independent financial adviser Leeds / Bradford advised a member of a money purchase occupational pension scheme how they could be due a financial entitlement in the form of scheme specific tax-free cash protection.

In October 2014 our St Albans Financial Adviser Simon Armstrong was one of several St Albans IFA's that was called for financial advice by a mystery shopper.  Lonsdale Services scored 32 out of a possible 35 points. The verdict read “The adviser was friendly and very personable, something the shopper felt her elderly parents, who are a bit wary of taking financial advice, might appreciate.” source: FT Adviser published 23.10.14

Our commitment to you

We will:

  • Act in your best interests
  • Provide you with clear information about the financial products and service we offer, including fees and charges before you invest
  • Provide financial advice that is not dependent on you purchasing a product
  • Ascertain your financial circumstances, needs, risk profiles and other preferences before making a recommendation,
  • Only recommend a suitable course of action that you can afford
  • Explain the risks and impact of the financial advice we give you in a way you will understand
  • Encourage you to ask if there is something you do not understand
  • Provide solutions to meet your long-term financial goals
  • Make you aware that investments can fall, as well as rise, and you may not get back the full amount invested

To help us give you the most appropriate financial advice, we ask you to:

  • Be honest about your personal, financial and company circumstances, needs, preferences and objectives. Our advice will be based on the information you give us
  • Keep us informed of any change in your financial circumstances
  • Inform us before you act on our financial advice if you do not understand the risks and potential impact on your future finances
  • Always let us know if you don’t understand our recommendations
  • Tell us how we can improve our service

pdfLonsdale Client Services Brochure

pdfLonsdale Risk Assessment Questionnaire

The Financial Ombudsman Service (FOS)

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

About Us

We operate as an Independent Financial Adviser offering a completely new and holistic approach to financial advice and financial planning for you and your family, your company and trustees.


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