Call our Independent Financial Advisers 01727 845500

Our aim is to help you take control of your finances and achieve your financial goals. Our lifetime financial planning model allows us to manage this process for you by planning your future finances.

Richard Porter, Director, Lonsdale

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Your Lifetime Financial Plan

your lifetime financial plan

A Lifetime Financial Plan helps you visualise your wealth to achieve your financial priorities. Understand how your current and future income and expenditure, life events and other decisions impact your financial future. It’s never too late to start planning.

Why a Lifetime Financial Plan can help you

lifetime financial plan shortfall


Key Financial Planning considerations

  • Expenditure Planning
  • Retirement Planning
  • Long-term Care Planning
  • Estate Planning


Plan your lifetime finances to achieve your financial goals

lifetime financial plan goals


Follow our 3 Step Action Plan:


Complete our booking consultation form or call us on 01727 845500 for a FREE one hour introductory meeting with one of our independent financial advisers to establish your financial planning requirements.

Book a Free Consultation

Complete the form below and we’ll be in touch.


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These are the issues we will discuss with you at our meeting.

Financial Planner Checklist

  • What are your financial goals and aspirations?
  • What financial products do you already have?
  • What are your key financial priorities – protection, investment or estate planning?
  • What level of risk are you prepared to take?
  • How much money can you invest or regularly save?
  • What level of returns do you need or expect?
  • What is your investment planning timeframe?


Come in for a free one hour initial consultation. It's never too late to plan for the future.

We contacted Neil after he was recommended to us as we were approaching retirement and wanted to understand if our pensions and investments would give us the retirement which we wanted. Neil took time to understand our current position as well as what we wanted from our retirement. He then created a detailed plan which helped us visualise our financial future and demonstrated that we could retire slightly earlier than we originally anticipated.”

Mr & Mrs J, Staffordshire

The value of investments can fall as well as rise. You may not get back what you invest.

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.

Lifetime Financial Planner


LGT Vestra - Market Review Summary Q2 2021

LGT Vestra reviews the equity markets for Q2 2021


Lonsdale Services win Professional Adviser Award

On March 11th Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 national Professional Adviser Awards.