Lonsdale Wealth Management

Independent Financial Adviser  Chequers House, Ware, SG12 0AA
check
FCA authorised
Last authorised 10th May 2021
Lonsdale Wealth Management offers professional independent financial advice to help you make the right financial choice for your future.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Stockbroking services
check
Long term care
Meet our advisers
MR Allan Ross
About us

Lonsdale Wealth Management is an independent financial planning business, focused on helping you understand and plan for your financial future. We provide both focused and holistic independent financial advice for (individuals, businesses, trusts) on investments, savings, retirement planning, and non-investment insurance (for example life assurance, private medical insurance, critical illness cover and income protection).

We are committed to delivering a positive customer experience for all our clients. Our independent financial advisers pride themselves on building trusted and lasting, long-term professional relationships with all their clients.

Our services

We offer independent financial advice on:
Investment planning, estate planning, retirement planning, protection and tax planning.

Lifetime Cash Flow Modelling - we are able to undertake a full analysis of your current financial position and combine that with your aspirations and goals to create a personal financial cash flow plan enabling you to control your finances.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Chequers House, Watton Road, Ware, SG12 0AA

Similar advisers near you

Independent Financial Adviser 0.27 mi
We are 'The Modern IFA' and aim to treat all of our clients fairly.
 
Independent Financial Adviser 0.35 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.12 mi
Looking to build long term mutually beneficial relationships where satisfied clients are proud to give referrals.
 
Independent Financial Adviser 1.41 mi
Uniquely positioned to give you advice that is personal, independent and accessible.