Richard Porter, Independent Financial Adviser, St Albans

I am passionate about my job, as I help customers fulfil their financial dreams in retirement by providing appropriate financial advice. We achieve this through careful financial planning and Investment management, so their plan stays on track. My customers benefit because their money works for them, so it is not eroded by charges and inflation.”

Richard Porter, Director & Independent Financial Adviser (IFA), Lonsdale Wealth Management, St Albans, Hertfordshire

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Richard Porter – Independent Financial Adviser

Director & Independent Financial Adviser (IFA), St Albans, Hertfordshire

Financial
Advice

Richard is an experienced Independent Financial Adviser (IFA) who is studying to become a Chartered Financial Planner. Richard specialises in providing financial planning and investment advice to high-net-worth individuals. He also offers corporate financial advice and implements employee benefit solutions for business owners. He provides advice on: pension planning, retirement advice, investments and estate planning.

Pension
Advice

In 2015 Richard passed the Chartered Institute of Insurance (R08) Pensions Update examination, so he is qualified to give pension advice. Richard works with individual pension customers and offers employee benefit pension solutions. Richard will review your pension contributions to ensure you achieve your retirement goals and manage your retirement income.

Joined Up
Local Advice

Richard works with local solicitors and accountants to ensure customers receive joined up legal, financial and tax advice. Richard works with local wealth management customers in St Albans, Park Street, Kings Langley, Watford, Radlett, Hemel Hempstead, Welwyn Garden City and Stevenage.

A Little
About Richard

When he is not providing financial advice Richard likes being with his family at home and on holiday, and when he gets time off, he enjoys the occasional game of golf!

Lonsdale
Awards

In 2017 Lonsdale Services won the Retirement Planner Award (RPA) Outstanding Customer Care award and the RPA for Best Individual Pension Advice firm in the South East and Anglia in 2018. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.

Richard is always extremely helpful and responsive and I would unreservedly recommend him to anyone who is interested in finding an independent financial adviser.”
Mr M, Hertfordshire

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Need financial or pension advice?

Contact our Lonsdale Independent Financial Advisers (IFAs) in St Albans, Hertfordshire on 01727 845500 or complete the form below to book a free financial planning initial consultation.