Independent Financial Advisers in Wimbledon, London

Independent Financial Advisers in Wimbledon

Meet your local independent financial adviser Aaron Abraham. Aaron offers independent financial advice in Wimbledon, London.

Call 0208 064 2544 for a free financial planning initial consultation.

Financial Planning & Wealth Management

Pension Planning & Retirement Advice

Aaron opened the Lonsdale Wimbledon office to service his central London and Wimbledon customers, returning to the area where he worked for Edward Jones and Equity Invest Limited . He offers pension planning and retirement advice to employed and self-employed individuals in South London, to achieve your retirement goals. Aaron will review your financial options and use cashflow planning tools to discuss how to save tax efficiently into a pension.

Our Pension Planning expertise

Investment
Planning

Lonsdale Services offers independent financial solutions for your investment planning, whatever your age or circumstance. We provide personalised financial advice investing in multi-asset portfolios appropriate for your required level of risk. We offer active and passive investment solutions and sustainable investment opportunities.

Investment Planning Advice

Inheritance
Tax Planning

Call our Wimbledon financial advisers now for estate planning advice to review your personal wealth and reduce the inheritance tax you will pay in future. Discussing IHT with a financial adviser should enable you to pass on accumulated wealth tax efficiently to your dependents.

Inheritance Tax Planning

Aaron's
Customers

Aaron Abraham offers independent financial advice in Wimbledon. He works with customers in south and central London. He has customers in Putney, Kingston, Chelsea, Notting Hill, Knightsbridge, Fulham, Richmond, and Wandsworth. Aaron has considerable offshore experience and offers financial advice to returning expats.

Experienced
& Qualified

Aaron opened our Wimbledon office in 2022. Prior to this Aaron worked alongside Mark Slobom in our Harpenden office since 2017. During his financial services career since 2000, Aaron has worked as an adviser and private customer wealth manager in the UK and abroad.

Why work
with us?

Our experienced Wimbledon independent financial advisers deliver high quality local financial advice from a central Wimbledon location. We are not biased towards any provider, so our cost-effective investment advice puts your financial interests first. We also work with your solicitor and accountant to provide joined up financial, legal and tax advice.

Need financial planning advice?

If you would like a free initial consultation to discuss investment planning, pension advice or general financial planning please complete the form below, or contact our Wimbledon office on 0208 064 2544.