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
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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 strongly believe in educating clients to allow them to fully understand their financial planning options, giving them the ability to make the most appropriate financial choices. Most clients have been with me for many years, and my financial advice business has been built on customer service, as evidenced by the large number of client referrals I receive.
Simon Prestcote, Chartered Wealth Manager, Barnet, North London
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Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling, Trust Investments, Retirement Income, Long-Term Care
Simon is a qualified Independent Financial Adviser (IFA) with over 27 years-experience assisting clients understand and achieve their financial goals. For 12 years he worked for one of the largest UK Wealth Managers, before moving to Edward Jones, one of the world’s largest private client investment advisers and stockbrokers, where he built a successful wealth management business over nine years. When Edward Jones sold their UK business the majority of Simon’s clients followed him to Lonsdale Wealth Management and this allowed him to build the financial advice business he has today.
Simon has built up a large local client base in the North London area with many clients in Barnet, Enfield, Winchmore Hill, Cheshunt, Potters Bar, Edgware, Harrow, Mill Hill, Hadley Wood, Totteridge and Muswell Hill.
Simon specialises in helping private clients and individuals with their retirement, investment and estate planning. Simon became a Chartered Wealth Manager in January 2015. The Chartered Institute for Securities and Investment (CISI) award this designation to ‘senior members in the retail sector at the pinnacle of their profession’. Chartered status is ‘the mark of an up to date, experienced and qualified financial industry professional.’ (Source: CISI website).
Simon 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.
Simon enjoys spending time with his family, watching his two sons and daughter grow up. When he can fit it in, he likes to play golf, which he plays to a high standard. He also enjoys watching most other sports, films, visiting the theatre, eating out, and he is a keep photographer and a wine enthusiast.
Simon Prestcote – To learn more about Simon’s investment career, please read his LinkedIn profile.
Independent Financial Advisers in North London – Read more about our team.
Simon is extremely patient and a pleasure to deal with. He will always go over things again if necessary. Very adaptable to different needs that arise and changes.”
Ms S, Barnet, North London
I am very satisfied with the service I receive from Lonsdale Wealth Management. I believe it addresses my personal financial requirements and is delivered in a friendly, personal manner. A good, long established relationship.”
Mr A, Barnet, North London
Happy-Actually delighted-To have Simon Prestcote (and his support team) as our financial advisers. We feel that we are in safe (and well informed) hands!”
Mr & Mrs G, North London
How Simon Prestcote added value with his independent financial advice.
03-09-2020
Read the latest JP Morgan Market Bulletin with information on Covid 19
15-07-2020
ISAs have many tax advantages but they are NOT free from inheritance tax unless you leave them to your spouse or civil partner. Read more here.
Read more about our team of Financial Advisers in North London.
Call our Lonsdale Independent Financial Advisers (IFAs) in Barnet, North London on 0208 275 1160 for a free financial planning initial consultation.
Book a consultation with Financial Adviser Simon Prestcote.
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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