My personal satisfaction comes from providing financial advice for my clients so they plan for and achieve their financial goals. Failure to me is not enabling clients to plan effectively for their future. My role is to ensure clients are prepared for good events but also more unfortunate situations. Risk is everything and to sleep well at night I need to know that I have not knowingly jeopardised my client’s future with unnecessary gambles or leaps in the dark.
Simon Hawker, Managing Director & Financial Adviser,
Lonsdale Services, St Albans, Hertfordshire
Simon Hawker
Managing Director & Independent Financial Adviser, St Albans, Hertfordshire
Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling
Simon is a Corporate Benefits & Compliance specialist as well as being a hugely experienced Independent Financial Adviser (IFA). After graduating from University with a BA (Hons) in Applied Social Science he spent six years working for National Provident Institution, working his way up to manage a team of corporate pension consultants. In 1998 he joined Bradstock Group PLC as an Employee Benefit Consultant, specialising in providing financial advice to companies requiring employee benefit solutions.
In 2003 Simon established Lonsdale Services Limited which he has continued to successfully build with the aid of his colleagues.
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 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.
In June 2018 Simon Hawker joined other Lonsdale colleagues on the Trek26 Alzheimer’s Yorkshire Three Peaks Challenge. The team raised over £3,457 for Alzheimer’s Society.
Simon’s profession enables him to enjoy cycling, kayaking and walking with his family.
Simon Hawker – To learn more about Simon’s investment career, please read his LinkedIn profile.
Independent Financial Advisers in St Albans – Read more about our team.
News from our Financial Advisers
30-03-2020
LGT Vestra/Lonsdale Wealth Management Investment Conference Client Call
If you invest in a Lonsdale Wealth Management model portfolio managed by LGT Vestra please contact your financial adviser and join our conference call
30-03-2020
Key information in respect of the coronavirus outbreak
Useful information from LGT Vestra on moving house, private school fees, private nurseries, university costs, rail season tickets, flights & holidays.
The St Albans Financial Planning Team
Simon Hawker
Financial Adviser
St Albans
Richard Porter
Financial Adviser
St Albans
Steve Cook
Financial Adviser
St Albans
Mark Bowen
Financial Adviser
St Albans
Simon Armstrong
Financial Adviser
St Albans
Jacob West
Trainee Financial Adviser
St Albans
Kate Harris
Investment Research
St Albans
Lee-Anne Peters
Quality Assurance
St Albans
Veronica Eastwood
Administrator
St Albans
Dawn Overton
Administrator
St Albans
Juliet Cross
Administrator
St Albans
Mandy Morgan
Bookkeeper
St Albans
Book a Free Initial Consultation
Book a consultation with Financial Adviser Simon Hawker.
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.