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Lonsdale Wealth Management / Benefit Consultants

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St Albans, United Kingdom

lonsdaleservices.co.uk
Financial consultant· Financial Services· Financial planner

Lonsdale Wealth Management / Benefit Consultants Reviews | Rating 5 out of 5 stars (6 reviews)

Lonsdale Wealth Management / Benefit Consultants is located in St Albans, United Kingdom on 3 Curo Park, Frogmore. Lonsdale Wealth Management / Benefit Consultants is rated 5 out of 5 in the category financial consultant in United Kingdom. Lonsdale Services offers you independent financial planning advice. As we are not biased towards any provider, we provide cost effective independent financial planning advice which puts your financial interests first. Our main office is in St Albans and our other regional offices are in Barnet, Harpenden, Leeds / Bradford, Stafford, and Ware. Our core values of integrity, reliability and offering value at all times are appreciated by our clients. In 2017 we won the Retirement Planner Award for Outstanding Customer Care. We work with clients on an ongoing basis offering lifetime financial planning, as we believe regular independent financial advice can add significant value. Our Investment Policy Committee offers investment expertise by identifying the best investment policies, asset allocations and products to achieve your long-term financial goals and objectives

Address

3 Curo Park, Frogmore

Phone

+44 1727845500

Company size

11-50 employees

Headquarters

St Albans, Herts

Founded

2003

Amenities

Toilets

Open hours

...
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timothy thexton

Richard has been our pension advisor for over 15 years now. The attention I have received is exemplary and the advice has always been knowledgeable, concise and has always fitted my requirements. I have always been happy with the advice he has provided and recommend him wholeheartedly to small clients as well as large ones.

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John Coleman

Lonsdale Wealth Management have guided me through a very comprehensive investment plan with the financial future of myself and my family at the heart of every conversation. I am very confident in our plans and have the upmost trust and respect for the team at Lonsdale, especially in these rapidly changing times. Big call out to the friendly and personal touch from the team, it means a lot.

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Sally Clark

We have had a great experience of working with Richard P over the years - he is highly responsive to our asks, is prepared to give us an opinion on what we should do with respect to our finances and provides us with a regular update on projections of the state of our finances out to when we are in our 90's. Highly recommend it

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Philip Dobson

I have used Lonsdale for a number of years. I have found them very professional and their excellent advice has been both of the highest standard and reflective of my changing circumstances. I would highly recommend them.

R

rebecca Bolevin

I received really helpful and easy to understand advice on future planning for my retirement. I would highly recommend this excellent service.

L

Louise Barker

Thank you Richard for helping with my retirement planning by providing excellent pension advice

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