Monday 16 December, 2024
I consider myself incredibly fortunate to work as a financial planner, a role that allows me to pursue my passion for assisting individuals and families in achieving their financial goals through meticulous planning. It brings me immense satisfaction to positively impact people's lives, primarily through financial strategies. Collaborating with clients from diverse backgrounds enables me to provide tailored advice that meets their unique needs."
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initial consultation
Conor McClean
Independent Financial Adviser, St Albans
Financial
Advice
Conor is an independent financial adviser (IFA) based at the Lonsdale St Albans office. Specialising in lifetime planning, Conor has completed chartered exams in investments, trusts, and tax planning, and is currently progressing towards becoming a Chartered Financial Planner. His clientele ranges from group scheme pension members to business owners and high-net-worth individuals.
Education &
Qualifications
Conor has attained the Chartered Institute of Insurance Diploma in Regulated Financial Planning, alongside several chartered exams, with ongoing efforts towards achieving Chartered Financial Planner status. Additionally, he has pursued supplementary exams in areas such as 'long-term care' and 'securities advice and dealing'. His academic background includes a first-class BSc (Hons) Degree in Financial Mathematics from Nottingham Trent University.
Financial
Planning Advice
Conor offers personalised independent lifetime financial planning, so customers achieve their long-term financial goals. Lonsdale financial advisers offer pension and retirement advice, investment planning, estate planning and advise on long-term savings options.
Lonsdale
Awards
In 2017 Lonsdale Services won the Retirement Planner Award (RPA) Outstanding Customer Care award and the RPA for Best Individual Pension Advice firm in the South East and Anglia in 2018. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
A Little
About Conor
Outside of work, much of Conor's time is dedicated to his newborn son. When not with his family, he is often found on the rugby field as a regular player in the 1XV team at Harpenden Rugby Club. He also has a fondness for golf, particularly when the sun is shining.
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.”
Thank you so much Conor for all the preparation work and explanations you provided at our three-way meeting with Simon Hawker. I found it a really enjoyable occasion. You and Simon put me at ease from the start.”
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Friday 29 November, 2024 -
Thursday 28 November, 2024A Comprehensive Analysis of Changes to Capital Gains Tax in the UK Labour Budget
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Thursday 14 November, 2024Pitfalls of Cashing in a Pension Without Seeking Professional Financial Advice
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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
Need financial or pension advice?
Contact our Lonsdale Independent Financial Advisers (IFAs) in St Albans, Hertfordshire on 01727 845500 or complete the form below to book a free financial planning initial consultation.
Find the St Albans office
3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD