Lonsdale Wealth Management - Barnet

Independent Financial Adviser  11 Wrotham Business Park, London, EN5 4SZ
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FCA authorised
Last authorised 14th June 2021
We put your financial interests at the heart of our business and focus on your long-term goals
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Wealth management
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Ethical investments
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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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Stockbroking services
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Long term care
Meet our advisers
MR Simon Prestcote DipPFS
Chartered Wealth Manager
MR Daniel Stansall
Independent Financial Adviser
About us

Lonsdale Wealth Management is an independent financial planning company, focused on helping you understand and plan for your financial future. We provide both focused and holistic independent financial advice for individuals, businesses and trusts on investments (including individual stocks and corporate bonds), savings, retirement planning and non-investment insurance (for example life assurance, private medical insurance, critical illness cover). The local independent financial advisers who are part of the Barnet financial planning team have considerable financial services experience. We are committed to delivering a positive customer experience for all our wealth managment and corporate clients. We pride ourselves on building lasting, long-term professional relationships.

Our services

• Lifetime Cash Flow Modelling – Our financial consultants can also offer our own financial planning software. This enables us 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 throughout your life. Our clients find this invaluable when they are considering when they can retire and how their financial planning will evolve in retirement.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face

11 Wrotham Business Park, Barnet, Herts, London, EN5 4SZ

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