Lonsdale Financial Consulting Limited

Independent Financial Adviser  22 Mount Ephraim Road, Tunbridge Wells, Kent, TN1 1ED
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FCA authorised
Last authorised 21st June 2021
We help clients work out how much is enough, to enable them to live the lives they want.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Nicholas Taylor AIFP FPFS
Chartered Financial Planner
MR Laurence Rose
Director
About us

Our role is to help identify what clients want out of life; to design and implement a financial roadmap to achieve it; and to actively review their progress along the way. We incorporate lifetime cashflow planning at the core of our service.

Our business is not dependent on the sale of individual products, but rather the quality of the lifelong relationships we build with our clients and their families. It has taken time to build them because it takes time to really understand people's hopes, dreams and ambitions.

Our services

We ask the questions our clients have previously avoided, but know the answers provide the route to their true happiness.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

22 Mount Ephraim Road, Tunbridge Wells, Kent, TN1 1ED

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