Lonsdale Wealth Management (Stafford)
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Long Term Care
- Long term care
Butterfly House, Dunston Business Village, Dunston, Stafford, ST18 9AB
Make an enquiry
We combine market leading technology and independent investment research with many years experience of financial markets. Our advice is governed by our Investment Policy Committee to ensure our clients receive tailored financial advice to suit their individual needs.
We want you to feel in control of your financial future and understand how your funds are being invested, comfortable in the knowledge that your investments are tailored for you and reviewed regularly in order to meet your defined financial plan.
Lonsdale Wealth Management is founded on four key principles – honesty, integrity, reliability and value. Our Independent Financial Advisers work from 6 offices across the UK. Our goal is to communicate independent financial advice in an open and straightforward manner. We offer financial planning in the following areas:
• Stocks and Shares
• Corporate Bonds and Gilts
• Mutual Funds
• Investment Trusts
• ISAs
• SIPPs
• Retirement Income Options
• Life Assurance
o Retirement planning
o Estate planning
o Investment planning
o Protecting your wealth and your family
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