Lonsdale IFA's offer a customised financial planning solution

Thursday 14 July, 2016

Results from our customer satisfaction survey show that Lonsdale Services wealth management clients appreciate the financial advice on offer from Lonsdale’s independent financial advisers.  

When 637 of our wealth management clients were asked ‘do you feel your adviser listens and is fully aware of your financial needs/objectives before making any recommendation,’ 79% strongly agreed and 21% agreed. The number who disagreed were less than 1%.

Simon Prestcote, chartered wealth manager and independent financial adviser, working in our Barnet financial planning team said:

At Lonsdale Services we consider our client’s individual circumstances before recommending a personalised financial solution. Our excellent survey results show how much our clients value our advice. As we are creating a tailored financial plan for each client it takes more time and may cost more.  Cheaper financial planning options such as ‘robo-advice’ are available, but if you are investing for the longer term or coming up to a critical period such as retirement, having personalised on-going financial advice could save you money in the long run. Lonsdale Services has invested in technology to support our clients, and all our financial advisers benefit from the administrative, compliance and regulatory services provided by our parent company Lonsdale Services.’

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