Working with Professional Intermediaries
Lonsdale Wealth Management has considerable experience of working with solicitors and accountants. Our advisers aim to complement the advice of our professional connections, to provide the client with a holistic service, and assisting our professional partners to maintain an ongoing client relationship.
We work strategically with like-minded professionals to deliver integrated advice. Once a referred client becomes a client of Lonsdale Wealth Management, the partner firm is kept updated with ongoing developments to ensure that the advice provided by the two professional firms is consistent.
All Lonsdale offices are listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.
Adviser expertise – accreditations and qualifications
Many of our financial advisers have specialist accreditations. These include Allan Ross who achieved the Later Life Adviser Accreditation (LLAA) and became a member of the Society of Later Life Planners (SOLLA) which gives independent recognition of his skills and experience in working with and understanding the needs of older people and their families. Stewart Sims-Handcock is an affiliate member of STEP, a global professional association for practitioners specialising in family inheritance and succession planning.
Holistic financial advice and cashflow planning
Our independent financial advisers provide clients with a fee charged Lifetime Financial Plan that is reviewed and forms the basis of our financial advice. A cashflow plan helps clients visualise how their assets, current and future income and expenditure, life events and other decisions impact their future. The plan provides benchmarks and a review process that supports the work of other professional intermediaries.
Fee-based remuneration
Like other professionals, Lonsdale Wealth Management is a fee-based firm and rebates to clients any commissions or other payments which may be received from third parties. Clients will be provided with details of our fee structures before we accept their instructions.
For more information about how our financial advisers can work with your legal or accountancy team please contact our independent financial advisers directly or read our Lonsdale Wealth Management – Working with Professional Intermediaries brochure.
Working with Professional Intermediaries
Lonsdale Client Services Brochure
