Working with Professional Intermediaries

Offering customers joined up legal, financial and tax advice.

Integrated Financial Planning

We work with solicitors and accountants to provide a holistic service, assisting our partners to maintain an ongoing customer relationship. Once a referred customer becomes a Lonsdale customer, the partner firm is kept updated with ongoing developments to ensure consistent advice is provided.


Our financial advisers have specialist accreditations. Simon Prestcote is a Chartered Wealth Manager. Howard Goodship, Stewart Sims-Handcock, and Neil Homer are Chartered Financial Planners. Allan Ross is a member of the Society of Later Life Planners (SOLLA) which gives independent recognition of his skills working with older people. Stewart Sims-Handcock is an affiliate member of STEP.

Fee-Based Remuneration

Lonsdale Wealth Management is a fee-based firm and rebates to customers any commissions or other payments received from third parties. Customers will be provided with details of our fee structure before we accept their instructions. For more information about how we work with your legal or accountancy team please contact our advisers.

Our independent financial advisers have developed an appreciation of the way in which financial advice can complement and enhance the advice of other professionals. This ensures our customers receive joined up legal, financial and tax advice, so their overall needs are met.”

Simon Hawker, Managing Director of Lonsdale Services

Meet your local financial advisers

Our experienced independent financial advisers deliver high quality independent financial advice both now and throughout your life from accessible local offices. As we are not biased towards any provider, our cost-effective investment planning advice puts your financial interests first. We offer holistic financial advice based on our core values of integrity, reliability and value for money.

Meet your financial advisers
Leeds & Bradford Financial Advisers

Need financial planning advice?

If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware or Chippenham office.

Richard Porter Financial Adviser