Thursday 14 November, 2024
Pitfalls of Cashing in a Pension Without Seeking Professional Financial Advice
Customer Fees & Charges
We deliver professional and cost-effective financial solutions.
Cost Effective
Financial Advice
We deliver financial solutions created to match your specific needs. This enables us to deliver financial solutions in a professional and cost-effective manner. Fees incurred for our professional financial advice will depend on the advice and service you require and the nature of the relationship you have with us.
Our Fees
Whether you are an individual requiring financial advice, a company wanting an employee benefit solution or an independent trustee, we agree a fixed fee on a case-by-case basis dependent on the work required. We offer a free initial consultation, and we will always provide you with a full explanation of our fees before we do any work for you.
How We
Charge
- Your first meeting is at our cost and with no obligation on your part.
- A fixed fee is agreed based on the work required.
- For product selection and implementation, the charge is normally based on the sum invested and your personal financial plan.
- A fee is agreed for ongoing progress reviews.
I have used Lonsdale Wealth Management more since I semi retired and started my own business. My relationship with my adviser has been of immense benefit to me and I have no hesitation in recommending Lonsdale to others.
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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
Meet your local financial planning experts
Meet your local financial planning experts Our experienced independent financial advisers deliver high quality independent financial advice both now and throughout your life from accessible local offices. As we are not biased towards any provider, our cost-effective investment planning advice puts your financial interests first. We offer holistic financial advice based on our core values of integrity, reliability, and value for money.
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.
