Our Customers

We offer expert independent financial advice on an ongoing basis, so customers achieve their long-term financial goals and objectives through customised investment plans appropriate for their personal circumstances and appetite for risk. We provide the highest standard of customer service, through our core values of integrity, reliability and always offering fair value to customers in line with the Consumer Duty.

Customer Questionnaire

Our customers complete a customer questionnaire when we first provide financial advice. Existing customers complete the questionnaire when they purchase a new product.

Complete Our

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 Customer Services department at ku.oc.secivreseladsnol@seiriuqne.

Questionnaire Results

The results below summarise the views of 1605 customers who completed all or part of our customer questionnaire up until 23 March 2024. Any customers that were sent a survey but did not respond are omitted from the results below.


Customer 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.

Chart 2

I feel that my adviser listens
and is fully aware of my financial needs / objectives before making any recommendation(s).

Chart 3

I understand what I am being charged for, in relation to ‘advice’ and /or ‘service’ being offered by the Lonsdale Wealth Management.

Chart 1

We are committed to offering you the best possible independent financial advice and customer service. We will always look after your best financial interests and treat you fairly. Review Our Customer 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.”

Claire Banks, Clegg Gifford & Co Limited, Essex

Appointing Lonsdale Benefit Consultants to manage our auto enrolment solution and review our pension provision was an excellent choice.”

Victoria Banks, Finance Director, Jack Richards & Son

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.”

Alan Yonge, MarketMakers, Portsmouth

We are very proud of the service we offer our customers, 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.”

Simon Hawker, Managing Director, Lonsdale Services

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their customers. 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.

Simon Hawker FInancial Adviser