Independent Financial Advisers in St Albans, Hertfordshire

The Lonsdale Services St Albans financial planning team has six qualified independent financial advisers and six administrative staff. We work with local wealth management customers in St Albans, Park Street, Kings Langley, Watford, Radlett, Hemel Hempstead, Welwyn Garden City and Stevenage.

Call 01727 845500 for a free financial planning initial consultation.

Financial Planning & Wealth Management

Pension Planning
& Retirement Advice

Our advisers offer impartial pension advice, whether you are saving into a pension, reviewing your pension options or want to generate a retirement income. Our advisers set up personal pensions and SIPPs, and advise on suitable pension investments. At retirement we review your income drawdown options including flexi-access drawdown and annuities so you can achieve your life goals.

Our Pension Planning expertise

Investment
Planning

If you are looking to save tax efficiently take financial advice. Our advisers work with you to define your goals and aspirations before providing you with a personalised financial plan that invests in multi-asset portfolios appropriate for your required level of risk. As we are independent, we can offer a range of active and passive solutions and sustainable investing options.

Investment Planning Advice

Corporate Workplace
Pension Solutions

Lonsdale Benefit Consultants provide a financial planning solution to companies setting up or managing a workplace pension scheme for their employees. Our independent financial advisers offer a clearly defined service proposition and a transparent fee structure. For more information call Richard Porter on 01727 845500.

Workplace Pension Services

Our
Customers

The Lonsdale Services St Albans financial planning team has six qualified independent financial advisers and six administrative staff. We work with local wealth management customers in St Albans, Park Street, Kings Langley, Watford, Radlett, Hemel Hempstead, Welwyn Garden City and Stevenage. Call on 01727 845500 for a free initial financial planning consultation.

Experienced
& Qualified

Most of our experienced financial advisers have worked in the financial services industry for many years. Our St Albans financial planning team provides independent financial advice to wealth management customers. We also offer employee benefit solutions, to companies wanting to outsource management of their workplace pension schemes.

Why work
with us?

Our advisers work with your professional intermediaries, so you receive personalised financial advice. We are based in Forgmore in St Albans. We welcome customers to our St Albans office where we have adequate parking. Alternatively, we are happy to meet at other locations or online.