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.
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
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
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
Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling, Retirement Income, Long-Term Care, Trusts, Investments
Richard 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. We work with local wealth management clients in St Albans, Park Street, Kings Langley, Watford, Radlett, Hemel Hempstead, Welwyn Garden City and Stevenage.
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.
Richard 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.
When 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
How Richard Porter added value with his independent financial advice.
22-07-2020
Richard Porter, independent financial adviser in St Albans reviews how you can make your pension fund or investments more sustainable.
15-07-2020
On July 15th Lonsdale Wealth Management’s St Albans office is St Albans Youth City Football Club’s ‘Sponsor of the Day’.
Read more about our team of Independent Financial Advisers in St Albans.
Call our Lonsdale Independent Financial Advisers (IFAs) in St Albans, Hertfordshire on 01727 845500 for a free financial planning initial consultation.
Book a consultation with Financial Adviser Richard Porter.
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.
As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.
Lonsdale Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number: 225488.
The Financial Conduct Authority does not regulate Estate Planning, Lonsdale Pension Trustees Ltd, Tax Planning, Offshore Investments or Lifetime Financial Planning.
The value of tax relief depends on your individual circumstances. Tax laws can change.
Lonsdale Mortgages do not charge a fee for their services, we receive commission from the provider except in instances where we organise additional borrowing for a client with their existing lender, as some providers do not offer commission.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
Registered in England: 04573693. Registered Office: 3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD.
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