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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
Simon Hawker Financial Adviser

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

RPA Awards Best Individual Pensions Advice FirmSimon 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.

St Albans Chamber of CommerceIn 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.

Three Peaks ChallengeIn 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

16-10-2020

LGT Vestra - Market Review Summary Quarter 3 2020

LGT Vestra reviews the equity markets for Quarter 3 2020

25-09-2020

Chancellor announces new economic support measures

Read more about the additional government support measures for businesses, workers and the self-employed introduced by chancellor Sunak.

The St Albans Financial Planning Team

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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.