In an industry which is constantly evolving and developing new ways of providing financial advice, you may find that most Financial Planning firms have adopted very different ways of working, and different levels of service and advice that they offer to their clients. To help you understand the service you can expect from Lonsdale Financial Consulting we have outlined below the key stages of our Advisory and Administrative processes, which gives you an idea of how we will work with you throughout our relationship. This process is by no means exhaustive, and is individually tailored to each client according to his or her requirements, goals and current arrangements.

• Pre-Meeting Pack
• Initial Meeting With Your Advisor
• Proposal for Services
• Research and Analysis
• Planning Report and Recommendations
• Follow-up Meeting
• Implementation of Recommendations
• Review Process

It is important to us that you feel confident with the advice and services that we provide to you at all times. We aim to build long-term, trusting relationships with our clients and encourage open and constructive feedback so we know when things are going right, and when things need working on.

We are a focused, experienced and highly qualified team who endeavour to provide excellent advice and value to all of our clients. If you would like to talk to us about our advisory service, please contact one of our Directors on 01892 546654, or e-mail us at info@lonsdalefc.com.