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
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, St Albans, Hertfordshire

Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax

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.

In 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.

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

Case Study

Investing the proceeds of a business sale

How Simon Armstrong added value with his independent financial advice.

Business Sale Proceeds Case Study

News from our Financial Advisers

12-05-2017

Simon Armstrong, IFA St Albans - Investing the proceeds of a business sale

This case study ‘Investing the proceeds of a business sale' is part of our ‘The value of an independent financial adviser’ series.

13-05-2016

Responsible Financial Advisers consider philanthropy

Wealth management does not just focus on creating and protecting a client’s wealth, responsible Financial Advisers consider philanthropy.

The St Albans Financial Planning Team

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

Book a Free Initial Consultation

Book a consultation with Financial Adviser Simon Armstrong.

submit

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

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.