Mark Slobom, independent financial adviser Harpenden
Mark Slobom IFA Harpenden - Product specialisms support financial planning
Wednesday 27 September, 2017
At Lonsdale Wealth Management all our independent financial advisers are qualified to provide clients with independent financial advice. Most of our independent financial advisers have worked in financial services for more than twenty years and have built up a long standing local client base.
Lonsdale advisers benefit from the support of colleagues when offering independent financial advice
During the course of their career our financial consultants have offered independent financial advice to different types of clients on a variety of products, and many of them have their individual areas of financial expertise. As a result all our financial advisers benefit from having the support of colleagues with experience in other specialist disciplines. At Lonsdale Services all our financial advisers are encouraged to support each other and they meet regularly at our Investment Policy Committee on a bi-monthly basis. To learn more about our Investment Policy Committee read an Interview with Mark Slobom or read about our Investment Expertise.
Our Investment Policy Committee is the cornerstone of our approach to investing. Our Investment Policy Committee work together to identify the right investment policies, asset allocations and products to enable our clients to achieve their long term financial goals and objectives.
Mark Slobom, independent financial adviser Harpenden and Chair of the Lonsdale Services Investment Policy Committee said:
‘It is really important that all our financial advisers are represented at our Investment Policy Committee as we can meet and agree our investment strategy and discuss financial planning issues. We believe being a fully independent financial adviser is the best way we can help our clients as no investment group has a monopoly on all the good ideas. It means we are not restricted to one investment provider, so we can choose a range of products from different investment groups. Our financial advisers will research our product choices and make recommendations on their specialist areas. They are also responsible for researching and reviewing at least one mutual fund group. We subscribe to Morningstar to help us with this.’
Lonsdale Independent Financial Adviser and Product Specialisms
Simon Armstrong: PPOL - cash flow
Mark Bowen: Property funds & Individual Pensions (Accumulation)
Steve Cook: Individual Pensions (Decumulation)
Simon Hawker: Company/Group Pensions and Holistic Planning
Neil Homer: Trusts
Ray McHugh: Business Protection
Deb Nolan: Individual Protection – Income, Term & Critical Illness
Richard Porter: Individual Pensions
Simon Prestcote: Structured Products
Allan Ross: Investment Trusts & Ethical funds
Mark Slobom: Business Property Relief
Daniel Stansall: Governed Solutions (passive), Index Trackers and ETFs
Please note the value of investments may go down as well as up. The Financial Conduct Authority does not regulate Cash flow modelling and Trusts.
