LONSDALE WEALTH MANAGEMENT -PERSONALISED FINANCIAL PLANNING

Lucy Neave

Lonsdale Wealth Management financial advisers – offering independent financial planning advice to Hertfordshire investors

Lonsdale Wealth Management is part of Lonsdale Services, founded in 2003, to offer independent financial planning advice to companies and individuals in Hertfordshire. We also offer residential and commercial mortgage advice through Lonsdale Mortgages.

In 2018 Lonsdale Services was voted in the top 50 UK financial advisers by the Financial Times, with £430m assets under management invested in retail investment funds.

Lonsdale Wealth Management – working with Hertfordshire clients

Our company has grown steadily through a strong belief in teamwork and focused individual customer advice. We operate from seven offices, with four financial planning offices in Hertfordshire – St Albans, Barnet, Harpenden, and Ware.

Lonsdale Wealth Management offers independent financial advice

Our independent financial advisers always communicate in an open and straightforward manner. We endeavour to deliver the highest standard of client service at all times through our core values of integrity, reliability and offering value.

Our aim is to deliver a financial planning solution that is totally in tune with a client’s investment objectives. Our ability to work in close collaboration with clients has resulted in an enviable reputation for retaining our clients. We have long standing relationships with the majority of companies and individuals we work with. Our independent financial advisers also work with local solicitors and accountants to benefit our clients and provide joined up legal, tax and financial advice

We consider all our clients to be unique and deliver financial solutions solely created to match their specific needs, so we deliver financial solutions in a professional and cost-effective manner.

How Lonsdale Wealth Management can assist with financial planning

We offer all prospective clients a free no obligation one-hour financial planning consultation. We provide financial advice on:

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– Investment Planning , Retirement and Pension Planning , Estate Planning, Trusts, Long-term care, Retirement Income, Tax planning, Protection, Cashflow analysis and management, Corporate financial planning, Residential and Commercial Mortgages

Holistic financial advice and cashflow planning

Lonsdale Wealth Management specialises in providing financial planning which extends beyond financial advice and encompasses investment management and tax planning, taking a holistic view of clients’ needs and aspirations and assisting them to achieve their life objectives.

Cashflow planning is central to 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.

This Lifetime Financial Plan provides benchmarks and a review process that supports the work of other professional intermediaries. Our interactive cashflow planning service enables us to review various scenarios and assumptions helping clients understand how specific decisions or events impact their financial goals.

Awards and Community Recognition

Clients appreciate our core values of integrity, reliability and offering value at all times. In 2018 we won the Retirement Planner (RPA) Award for Best Individual Pension Advice firm in the South East and in 2017 we won the RPA Outstanding Customer Care award.

In 2017 Lonsdale Services was the first financial adviser in Hertfordshire to become a corporate partner of the Alzheimer’s Society. Many Lonsdale colleagues are dementia friends and continue to fundraise for the charity.

For more information visit our website at https://www.lonsdaleservices.co.uk/

Lonsdale Wealth Management 3 Curo Park, Frogmore, St Albans, AL2 2DD

Tel: 01727 845500

Lonsdale Wealth Management is a trading name of Lonsdale Services Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Tax Planning, Estate Planning or cash flow modelling. As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.

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