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
Steve Cook Financial Adviser

My current job is very rewarding as I am affecting people’s lives. It's a chance for me to help people, and I feel honoured to be in this position. The financial advice I give clients helps them organise their life and business to achieve their financial goals, and I consider this one of the most important aspects of my work as an IFA. Besides providing employee benefits for working people, I feel very strongly that it is important that they receive appropriate retirement planning advice and fully understand all their financial options.

Steve Cook, Financial Adviser & Director, Lonsdale, St Albans

Steve Cook
Independent Financial Adviser & Director, St Albans, Hertfordshire

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

Canoe ChallengeSteve started working in Financial Services at Pearl Assurance in 1993, before moving to College Green Associates, part of Scottish Equitable, mainly advising publicans on the Licensed Victuallers Pension Scheme plus other aspects of financial planning. Steve was working as an Independent Financial adviser for G H Macdonald Pensions and Financial Services Ltd in 2009, when their clients were purchased by Lonsdale Services Limited, and Steve and his administration team moved to Lonsdale to provide financial planning advice.

St Albans Chamber of CommerceAlthough working largely in the corporate market advising clients on employee benefits such as Group Personal Pension Schemes, Group Life, Income Protection and Private Medical Schemes Steve also advises on all other aspects of financial advice, ranging from Life Assurance to Investments for private clients.

In August 2015 Steve passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring Steve 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 March 2018 Steve Cook competed in the Devizes to Westminster canoe challenge and raised £2,596 for the Alzheimer’s Society and the Essex and Herts Air Ambulance Trust. In June 2018 Steve Cook joined other Lonsdale colleagues on the Trek26 Alzheimer’s Yorkshire Three Peaks Challenge. The team raised over £3,457 for Alzheimer’s Society.

Outside of work Steve is interested in sport. He enjoys playing golf and watching football, and is a lifelong Leicester City fan. He is married to Claire and they have two grown up children.

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

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

I could not fault Financial Adviser Steve Cook at all. His service was excellent and he did not baffle me. I would recommend your company to anyone in the future.”

Mr D, Yorkshire

News from our Financial Advisers

28-11-2018

Steve Cook, IFA St Albans - Workplace Pension contribution increases April 2019

From 6th April 2019 minimum contributions that employers and their workforce pay into an automatic enrolment workplace pension scheme will increase.

22-11-2018

Steve Cook, IFA, St Albans-How does Lonsdale Services protect your investments?

Following the recent insolvency case of Beaufort Securities our clients want to know how we protect their investments.

The St Albans Financial Planning Team

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

Case Study

Duravit UK Ltd

Providing employee benefit
advice to Buckinghamshire based
firm since 2009.

Employee Benefit Advice Case Study

Book a Free Initial Consultation

Book a consultation with Financial Adviser Steve Cook.

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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.