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Wealth Management

Financial advice that you can trust

How do you want to plan for your future?

Use our Lonsdale Lifetime Financial Planner to monitor your cashflow and maximise your retirement income and protect your family’s financial security.

USE OUR FINANCIAL PLANNER

We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”

Simon Hawker, Managing Director, Lonsdale

Employee Benefits

Protecting your employees for life

Our approach

Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure.

We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”

Simon Hawker, Managing Director, Lonsdale

Pension Trustees

Independent professional pension trustees

I am passionate about my job, as by providing financial planning advice I help clients fulfil their financial dreams in retirement. We achieve this through careful financial planning and Investment management, making sure their planning stays on track from start to finish. My clients benefit because their money works for them, so it is not eroded by charges and inflation.

Richard Porter, Director & Independent Financial Adviser (IFA),
Lonsdale Wealth Management, St Albans, Hertfordshire

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Richard Porter – Independent Financial Adviser
Director & Independent Financial Adviser (IFA), St Albans, Hertfordshire

Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling, Retirement Income, Long-Term Care, Trusts, Investments

RPA Awards Best Individual Pensions Advice FirmRichard is an experienced Independent Financial Adviser (IFA) who specialises in providing financial planning and investment advice to high net worth individuals and business owners. He provides advice on pension, retirement, investments, estate planning and tax planning requirements. Richard also provides financial consultancy for companies, offering them financial advice and working with them to implement employee benefit solutions.

In August 2015 Richard passed the Chartered Institute of Insurance (R08) Pensions Update examination, so he is qualified to give pension advice. Richard is currently studying to become a chartered financial planner.

As a Retirement Benefit Specialist Richard works with individual pension clients and companies by providing pension advice. Richard will review your pension contributions to ensure you achieve your retirement goals, and manage your retirement income.

SIFARichard works with local solicitors and accountants to ensure clients receive joined up legal, financial and tax advice. He is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

St Albans Chamber of CommerceWhen he’s not providing financial advice Richard likes being with his young family at home and on holiday, and when he gets time off, he enjoys the occasional game of golf!

Richard Porter – To learn more about Richard’s investment career, please read his LinkedIn profile.

Independent Financial Advisers in St Albans – Read more about our St Albans financial planning team.

Richard is always extremely helpful and responsive and I would unreservedly recommend him to anyone who is interested in finding an independent financial adviser.”

Mr M, Hertfordshire

Case Study

Generating tax efficient retirement income

How Richard Porter added value with his independent financial advice.

Retirement Income Case Study

News from our Financial Advisers

22-07-2020

Sustainable investing and the benefits to you and the environment

Richard Porter, independent financial adviser in St Albans reviews how you can make your pension fund or investments more sustainable.

15-07-2020

Lonsdale Wealth Management 'Sponsor of the Day' for St Albans City Youth team

On July 15th Lonsdale Wealth Management’s St Albans office is St Albans Youth City Football Club’s ‘Sponsor of the Day’.

The St Albans Financial Planning Team

Read more about our team of Independent Financial Advisers in St Albans.

Case Study

Jack Richards & Son

Auto Enrolment Advice
Case Study details.

Read this Case Study

Call Richard Porter

Call our Lonsdale Independent Financial Advisers (IFAs) in St Albans, Hertfordshire on 01727 845500 for a free financial planning initial consultation.

Book a Free Initial Consultation

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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.