Lonsdale Wealth Management / Benefit Consultants - St Albans

Lonsdale Wealth Management / Benefit Consultants is a reputable financial firm located at Address: 3 Curo Park, Frogmore, St Albans AL2 2DD, United Kingdom. They can be reached at Phone: 1727845500.

Website: lonsdaleservices.co.uk

Specialties

Lonsdale Wealth Management / Benefit Consultants specializes in financial consulting and financial planning. Their team of professionals is dedicated to providing clients with clear and thorough recommendations that align with their priorities and concerns.

Other Points of Interest

Their location offers wheelchair accessible parking and restrooms, making it accessible for all clients. Additionally, restrooms are available for use.

Opinions

This company has received 28 reviews on Google My Business, with an average opinion of 5/5.

According to reviews, Lonsdale Wealth Management / Benefit Consultants is known for their overall performance, efficiency, professionalism, and attentiveness to clients' needs. Their recommendations are clear, thorough, and tailored to each client's unique priorities and concerns. The team is also praised for their affability and for providing peace of mind to clients.

Recommendation

For those seeking financial consulting or planning services, Lonsdale Wealth Management / Benefit Consultants is highly recommended. Their team of professionals is dedicated to providing clients with clear and thorough recommendations that align with their priorities and concerns. With wheelchair accessible parking and restrooms, and a strong reputation for excellent service, this firm is an excellent choice for those seeking financial guidance.

It is encouraged to visit their website at lonsdaleservices.co.uk to learn more and get in touch with their team.

👍 Reviews of Lonsdale Wealth Management / Benefit Consultants

Philippa Zacaroli

5/5

As long standing clients of Lonsdale we have never been less than impressed with their overall performance. Conor is efficient and highly professional. He listens carefully to our priorities and concerns, and makes recommendations that are both clear and thorough. He is affable too. We can recommend the peace of mind that Lonsdale brings.

Sadie Dainton

5/5

When you’re looking for a financial advisor to provide you with the best advice for your pension and savings, it’s so important to find someone who listens to your needs and concerns, that communicates in a clear and concise way , and is on top of the financial markets. Conor McClean not only ticks all these boxes but is also a pleasure to work with.. Approaching retirement age I am very happy that with the service that Conor and his provide and I can trust them to make sure my future is secure .

amanda Lavelle

5/5

We have been advised by Conor McClean for the past year. It is a delight to work with him and we feel very confident and comfortable with his clear and profitable guidance.

Liz Hamilton

5/5

I have been with Lonsdale for over 10 years and the support and service has been excellent. Conor McLean took on my portfolio following Simon's retirement and the handover was seamless. Conor continues to provide sound financial advice. I would highly recommend Lonsdale.

Geoffrey Boothby

5/5

I was recommended to Lonsdale and dealt with Conor McClean. I found Conor to be very professional and he dealt with my pension/ISA switch with no fuss in a timely manner, requiring minimal effort from myself. I would recommend both Conor and Lonsdale and look forward to working with him in the future.

Peter Read

5/5

After lots of searching of local IFA's I chose Lonsdale Wealth Management to provide both pension and financial advise. I have been very happy with the detailed and insightful advice provided to me by my Financial Advisor Conor Mclean who from the very start ensured he understood my objectives, attitude to financial risk and tailored an offering which matched my goals.
I have just had my annual review and am happy with the performance of my investments which were recommended to me by Lonsdale Wealth.

Nikki Morrison

5/5

I’ve been a client of Lonsdale’s for over 20 years. They’ve helped me negotiate my husband’s serious illness and being widowed in my 40s. They’ve helped me plan for career breaks and now retirement. I trust them implicitly; decisions are clearly explained and my financial security future-proofed.

Andrew buchanan

5/5

I Can't recommend Conor highly enough for his Professional and expert advice. He explains complex finances in such a way that even I can understand them!