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.
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.
Chequers House, Watton Road, Ware, SG12 0AA
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