With a depth of knowledge, a strong degree of team work and a commitment to maintain our professional competence we ensure our individual and corporate clients receive appropriate financial advice. We regularly ask our clients for feedback, to check they remain satisfied with our performance.”
Book your free
initial consultation
Our Clients
We deliver personalised financial advice to meet the needs of our clients.
Client Questionnaire
Our clients complete a client questionnaire when we first provide financial advice. Existing clients complete the questionnaire when they purchase a new product.
Complete Our
Questionnaire
If you have received financial advice from a our advisers we want to hear from you. Please complete our questionnaire and email it to our Client Services department at ku.oc.secivreseladsnol@seiriuqne.
Questionnaire Results
The results below summarise the views of 1263 clients who completed all or part of our client questionnaire up until 15 June 2021. Any clients that were sent a survey but did not respond are omitted from the results below.
Client Questionnaire Results
Based on the level of service I have received from my adviser, I am happy to recommend him/her in the future to someone I know.
I feel that my adviser listens
and is fully aware of my financial needs / objectives before making any recommendation(s).
I understand what I am being charged for, in relation to ‘advice’ and /or ‘service’ being offered by the Lonsdale Wealth Management.
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. Review Our Client Charter and our Corporate Social Responsibility for more information.
We have worked with Lonsdale Services over the years and find the help and assistance from them to be second to none.”
I have worked with Steve and Dawn for over 10 years, Steve’s presentations are so that everyone can understand what exactly they are signing up for, auto enrolment has gone very smoothly with 99% of staff signing up.”
Appointing Lonsdale Benefit Consultants to manage our auto enrolment solution and review our pension provision was an excellent choice.”
When Richard Porter presented I was impressed with his auto enrolment solution for MarketMakers. We were reassured Lonsdale Benefit Consultants had already managed many other auto enrolment pension schemes, and we were confident they could manage our pension provision.”
We are very proud of the service we offer our clients, and our survey results reflect this. However, in the unlikely event that you are not satisfied with the service you receive from any of our team we want to hear from you. We will then investigate your issue and make any necessary changes to our service provision.”
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
Book a free initial consultation
If you would like a free initial review for general financial planning advice or pension planning, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware or Chippenham office.
