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Financial Advisers & Protection St Albans

Simon Armstrong, Financial Adviser, St Albans
Kate Harris, Investment Research, St Albans

We have always been very satisfied with the friendly service that your company has given us over recent years and would recommend Lonsdale Services to anyone who required unbiased investment advice.

Mr & Mrs C, Hertfordshire


Our experience shows that many people fail to take adequate steps to protect what they already have, so trust our advisers to recommend relevant protection for you and your family throughout your lifetime.

We will discuss a range of protection policies with you, and where necessary implement them as part of your Personal Financial Plan. We work with you to determine the level of cover you require and the length of time you need protection, enabling you to plan your finances.

Protection policies can protect yourself and your family against financial difficulties as a result of events such as early death, critical illness, accidents or loss of income. One of the biggest assets that many people have is their future earning potential, yet many fail to consider protecting it.

By not protecting your assets you put at risk your long term financial security. Protection planning includes an appropriate combination of:

  • Life Assurance cover
  • Critical illness cover
  • Private medical insurance
  • Income protection insurance
  • Business protection insurance

Very satisfied with the service.”

Mr C, Watford

Protection Checklist

  • How important is your income to you?
  • How quickly could you get another job if you were made redundant?
  • What provision do you have if you had an accident or fell seriously ill?
  • Do you have dependents?
  • Is there adequate provision for you in the event of premature death?
  • Do you have any debts that would need to be paid off?

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Wealth Management

Wealth Management

Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.



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