Our Lonsdale Wealth Management Ringwood office win local customer service award

Lonsdale Wealth Management Ringwood office win customer service award

Wednesday 27 September, 2023

In September 2023 our Ringwood office won the Excellence in Customer Service award at the Ringwood Business Awards. Chartered financial planner Stewart Sims-Handcock received the award at the Elm Tree Ringwood, on behalf of the Ringwood financial planning team.

The judges said: ‘This entry outlined high standards of client/customer service through the business’s integrity, reputation, knowledge, efficiency, value for money and trusted relationships.’

The judges commented further on the reason Lonsdale Wealth Management won the award:

‘Growing and preserving client wealth needs a very special relationship of trust and the entry outlined their understanding of this, and how their priority was to help achieve clients’ goals in the best possible way through a professional but personal service.’

Stewart Sims-Handcock, independent financial adviser in Ringwood said:

‘Our Ringwood financial planning team is delighted to have won this very special award. Our key priority is always customer service and customer outcomes. Since 2018 when Howard Goodship opened our Ringwood office our financial planning team has received over 50 google reviews and is rated 5* on Google and 4.9 on VouchedFor. The themes that regularly repeat in our reviews include: “happy to recommend, knowledgeable team, friendly, approachable, professional, first-class service, attention to detail”. At a time when some financial institutions are cutting their face-to-face services to customers Lonsdale Wealth Management is retaining and expanding our Ringwood office. We have many local customers living in Ringwood, Verwood, Ferndown & West Moors, and often work closely with other local professionals to offer our customers joined up legal, financial and tax advice.’

Stewart Sims-Handcock, Chartered Financial Planner in Ringwood continued:

‘Our Ringwood office is part of Lonsdale Services, an independent financial advisory firm offering impartial recommendations, rather than “restricted” advice. In an industry where some financial advisers are selling out to join large, often restricted corporate firms, Lonsdale stands out by offering clients cost-effective local independent investment advice. As financial advisers we take a holistic view of clients’ needs and aspirations by offering a financial planning solution totally in tune with clients’ objectives. We place great focus on listening to our clients’ needs and explaining complicated financial information in easy-to-understand plain English. Our Reviews show Ringwood clients value our independence and core values of integrity, reliability and offering value for money.’

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