Thursday 14 November, 2024
Pitfalls of Cashing in a Pension Without Seeking Professional Financial Advice
Our local financial planning teams in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham offer independent financial planning advice from local accessible offices. Established in 2003, Lonsdale Services was voted in the 2022 FT Adviser Top 100 UK Financial Advisers.
Financial
Planning
We offer expert independent financial advice on an ongoing basis, so customers achieve their long-term financial goals and objectives through customised investment plans appropriate for their personal circumstances and appetite for risk. We provide the highest standard of customer service in line with the Consumer Duty, through our core values of integrity, reliability and always offering fair value to customers.
Investment PlanningPension Planning
Retirement Advice
Inheritance Tax Planning
Care Fees Advice
Life Assurance & Protection
Mortgages
How we
add value
Our investment philosophy emphasises quality and diversification alongside face-to-face independent financial advice. We choose appropriate investments linked to your attitude to risk, to achieve the return required to meet your financial objectives. Our advisers add value by selecting investments from the entire market, including active, passive, and sustainable investment solutions.
Financial Planning Consultation
We offer all prospective customers a free no obligation initial one-hour financial planning consultation. At the meeting we discuss your requirements, our advice and investment process and explain our customer fees. We act as the impartial, informed buyer for our customers. Complete our booking form or contact us for more information.
Transparent Charging
Our financial advisers agree a fixed upfront fee on a case-by-case basis dependent on the financial advice required. We deliver financial solutions solely created to match your specific needs. This enables us to deliver financial solutions in a professional and cost-effective manner. We also offer a choice of services and fees for ongoing advice.
Working with
professional intermediaries
We often work with your solicitor and accountant, or we can introduce you to other local professionals. Working with professional intermediaries provides you with joined up legal, tax and financial advice.
Vulnerable
Customers
We aim to identify and assist customers and prospective customers who may be considered as living in vulnerable circumstances, by virtue of their age, disability, or other circumstances. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved
complaints between regulated firms and their customers.
Full details of the FOS can be
found on its website at www.financial-ombudsman.org.uk.
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Tuesday 5 November, 2024Inheritance Tax Insurance: A Guide to Protecting Your Legacy
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Wednesday 30 October, 2024 -
Friday 18 October, 2024 -
Wednesday 16 October, 2024Understanding Inheritance Tax Trusts: A Financial Adviser is Essential
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Monday 7 October, 2024 -
Wednesday 2 October, 2024 -
Tuesday 17 September, 2024Navigating UK Inheritance Tax in 2024: What You Need to Know
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Tuesday 30 July, 2024
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.
