Lonsdale
Lonsdale is an independent financial advisory firm that offers financial planning services for individual and corporate needs. They provide advice on investment planning, pensions, retirement, and estate planning.
- Mortgages
- Long-Term Care
- Pension Planning
- Trustee Training
- Pension Trustees
- Retirement Advice
- Employee Benefits
- Investment Advice
- Workplace Pensions
- Investment Planning
- Retirement Planning
- Employer Consultation
- Employee Communication
- Retirement Counselling
- Redundancy Counselling
- Health & Risk Benefits
- Inheritance Tax Planning
- Individual Member Advice
- Life Assurance & Protection
Locations
View 11 addresses
Competitors
Meridian Financial Services offers independent financial advice to individuals and businesses, helping them navigate through today's financial challenges.
Company Details
Lonsdale is operated by Lonsdale Services Limited and is a Active company incorporated on 25 October 2002 with the registered office located in St. Albans, Hertfordshire. Lonsdale Services Limited was registered 22 years ago.
Status
Active
Size
Small
Directors
4
Age
22 years old
Employees
19
Turnover
Unreported
Total Assets
£3.96M
Cash in Bank
£1.47M
Total Liabilities
-£849.13K
Teams
18
12
4
2
3
Director • Joined Apr 2005
Client Relationship Administration Manager • Joined Jun 2022
Chartered Wealth Manager, Financial Planner, IFA At Lonsdale Wealth Management • Joined Feb 2010
Administrator
Accounts Administrator
Personal Assistant • Joined Jul 2015
Bookkeeper • Joined Jun 2016
Financial Advisor • Joined Jan 2024
Financial Adviser • Joined May 2021
Independent Financial Adviser And Chartered Financial Planner • Joined Nov 2018
Accounts Administrator
Bookkeeper • Joined Jun 2016
Financial Advisor • Joined Jan 2024
Financial Adviser • Joined May 2021
Financial Advisor • Joined Dec 2021
Trainee Paraplanner • Joined May 2023
Independent Financial Advisor • Joined Jan 2022
Financial Advisor • Joined Jan 2021
Independent Financial Adviser • Joined Feb 2010
Independent Financial Adviser • Joined Jan 2018
Administrator
Accounts Administrator
Personal Assistant • Joined Jul 2015
Bookkeeper • Joined Jun 2016
Director • Joined Apr 2005
Personal Assistant • Joined Jul 2015
Client Relationship Administration Manager • Joined Jun 2022
Chartered Wealth Manager, Financial Planner, IFA At Lonsdale Wealth Management • Joined Feb 2010
Independent Financial Adviser And Chartered Financial Planner • Joined Nov 2018
View 18 members