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Lonsdale Resources


Learn more about our services by watching our financial advisers discuss key areas of interest.

Introduction

Simon Hawker, Managing Director, Lonsdale

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About Lonsdale Services

Simon Armstrong, Financial Adviser, St Albans

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Your Client Journey

Kate Harris, Investment Research, St Albans

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Our Client Charter

Lee-Ann Peters, Quality Assurance, St Albans

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Introduction to Wealth Management

Simon Prestcote, Chartered Wealth Manager, North London

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Introduction to Estate Planning

Allan Ross, Financial Adviser, Ware

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Employee Benefits for Your Company

Richard Porter, Director, St Albans

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Income in Retirement

Howard Goodship, Financial Adviser

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Chartered Financial Planning

Stewart Sims-Handcock, Financial Adviser

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New to Investing

Aaron Abraham, Independent Financial Adviser

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Trust Investments & Estate Planning

Neil Homer, Financial Adviser, Stafford

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Auto Enrolment for Your Company

Steve Cook, Director, St Albans

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Client Case Studies

Case Study

Modelling different financial planning scenarios.

How Neil Homer added value with his independent financial advice.

Case Study

Generating an income following a property sale

How Simon Prestcote added value with his independent financial advice.

Case Study

Investing the proceeds of a business sale

How Simon Armstrong added value with his independent financial advice.

Case Study

Mitigating inheritance tax and meeting education costs for grandchildren

How Allan Ross adds value with his independent financial advice.

Case Study

Generating tax efficient retirement income

How Richard Porter added value with his independent financial advice.

Case Study

Understanding your financial entitlements

How Deb Nolan added value with her independent financial advice.


Company Case Studies

Case Study

Duravit UK Ltd

Providing employee benefit
advice to Buckinghamshire based
firm since 2009.

Case Study

Clegg Gifford

Providing pensions and
auto enrolment advice to Essex based
firm since 2001.

Case Study

Jack Richards & Son

Auto Enrolment Advice
Case Study details.

Case Study

Market Makers

Auto Enrolment Advice
Case Study details.