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Simon Armstrong Financial Adviser

I specialise in pre and post retirement, investment and estate planning and seek to work with clients to enable them to make informed financial planning decisions and successfully implement and monitor their financial plans. I value building long term relationships with clients, as I want to make a difference to their financial situation.

Simon Armstrong, Financial Adviser, St Albans, Hertfordshire

Simon Armstrong
Independent Financial Adviser (IFA), St Albans, Hertfordshire

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

Having ‘crossed the water’ from Northern Ireland to study a BSC Hons Degree in Mechanical Engineering at Manchester University, Simon started his career working within manufacturing before progressing to corporate business planning.

For the last 10 years Simon has worked as an Independent Financial Adviser (IFA) in financial services applying his analytical and planning skills working with clients to help them achieve their long term financial goals. Simon joined Lonsdale Wealth Management in 2010 after building a successful stockbroking and financial advice business in St Albans with Edward Jones, one of the world’s largest private client investment advisers and stockbrokers.

In August 2015 Simon passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring Simon is qualified to give retirement advice on new pension legislation.

St Albans Chamber of CommerceIn October 2014 Simon Armstrong was one of several St Albans IFA's that was called for financial advice by a mystery shopper.  Lonsdale Services scored 32 out of a possible 35 points. The verdict read “The financial adviser was friendly and very personable, something the shopper felt her elderly parents, who are a bit wary of taking financial advice, might appreciate.” source: FT Adviser published 23.10.14

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.

Simon has lived in Harpenden with his family for over 20 years. In his spare time he likes to go back to his engineering roots by messing about with motorbikes.

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

Independent Financial Advisers in St Albans – Read more about our team. We offer a free initial financial planning consultation. For more information call our St Albans office on 01727 845500.

Simon provided an excellent service and talked through my financial options so I could understand everything completely. He was very personable and I would have no hesitation to recommend your company to anyone who needs financial advice.”

Mrs T

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