The Lonsdale Approach

As independent financial advisers, we provide individuals and businesses with sound, objective recommendations, designed to meet goals by working in partnership.

Working in Partnership

Our prime commitment is to facilitate sustainable and long-term wealth creation for our clients. By working with YOU we are able to deliver impartial advice that is of outstanding quality. We act with care and integrity to represent the best interests of our clients. It is a partnership that creates trust and demonstrates value.

Experience

Our clients receive the support and reassurance of an extensive financial services experience. To provide you with bespoke solutions, each of our qualified practitioners draws upon the support of in-house technical specialists and extensive research facilities.

Professional Connections

The corporate resources supporting our practice infrastructure include an experienced team of specialists who are dedicated to providing law and accountancy practices with financial planning services for their clients.

Information Technology

Leading edge IT is deployed in our client support systems designed specifically to meet the needs of our clients.

Directors

Mark Howard FCA
Laurence Rose Cert PFS
Ralph Sanders Cert PFS
Nick Taylor APFS
Philip Thomas FCA