Lonsdale Wealth Management / Benefit Consultants 3 Curo Park, Frogmore, St. Albans AL2 2DD
About the Business
Lonsdale Wealth Management / Benefit Consultants is a leading establishment located in the heart of Frogmore, St Albans. With over a decade of experience in the finance industry, we have established ourselves as a trusted name when it comes to managing wealth and providing expert benefit consultation services.
Our team at Lonsdale Wealth Management / Benefit Consultants is committed to helping clients achieve their financial objectives by providing bespoke advice and solutions that meet their unique needs. From managing personal investments to providing corporate benefit packages, we have an excellent track record of delivering customized solutions that exceed expectations.
Located at 3 Curo Park, Frogmore, St Albans AL2 2DD, our office space is modern and inviting, designed to make our clients feel comfortable and welcome when they visit. Our experienced professionals understand the value of discretion and confidentiality when it comes to financial matters, and we take great care to ensure that all interactions with our clients are handled in a professional and sensitive manner.
As a point of interest in St Albans, Lonsdale Wealth Management / Benefit Consultants has played an integral role in shaping the financial landscape of the region. Our commitment to excellence and personalized attention to each client's needs has enabled us to build long-lasting relationships that are based on trust and mutual respect.
If you're looking for reliable, expert wealth management or benefit consultation services, then Lonsdale Wealth Management / Benefit Consultants is the perfect choice for you. Get in touch with us today and take the first step towards a brighter financial future.
Photos
Location & Phone number
3 Curo Park, Frogmore, St Albans AL2 2DD, United Kingdom
Hours open
Monday:
08:30 - 18:00
Tuesday:
08:30 - 18:00
Wednesday:
08:30 - 18:00
Thursday:
08:30 - 18:00
Friday:
08:30 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been advised by Lonsdale, specifically Richard Porter for almost a decade now. I have always found his advice helpful, insightful and clearly stated. This has covered pension investments, care home fee planning for elderly relatives and other advice. I have been very pleased with the products recommended and wouldn't hesitate to recommend his services."
"Richard Porter has been providing me and my wife with friendly, professional advice for around 15 years in areas including pension and ISA investment, tax efficient savings schemes and inheritance tax planning; with excellent results. Dealings with front office staff have always been friendly and efficient. I thoroughly recommend Richard and his company."
"It's ten years since I started dealing with Lonsdale Wealth Management and specifically Richard Porter. This started towards the end of my working carrier, following the engagement of the company regarding employee pensions. I have always been delighted with the advice received from Richard, and the continuing management of my pension and investment portfolio. I have no qualms whatsoever in allowing him to make the important decisions, always supported by explanations in as much detail as I'm capable of understanding, and more! He is totally trustworthy and we have built up a very warm relationship. Whenever anything arises that needs actions or decisions he is always available, and we meet up at my home for reviews at least annually, and more often when particular issues need to be resolved. His advice over the years has resulted in significant improvements in both my and my wife's investment valuations, where otherwise we might have been in the position of so many savers who elected to rely on pitiful saving interest rates. I have absolutely no hesitation in recommending Richard and his company."
"I have been working with Richard Porter and Dawn Overton for the last 11 years and their service is exemplary. Richard’s pension advice has always been knowledgeable, concise and has satisfied the requirements of a pension matter at hand. Dawn has always been extremely helpful with all pension calculations and other issues regarding pension processing. I have always been happy with the advice and service they have provided me with and recommend their services."
"Richard has been our pension advisor for over 15 years now. The attention I have received is exemplary and the advice has always been knowledgeable, concise and has always fitted my requirements. I have always been happy with the advice he has provided and recommend him wholeheartedly to small clients as well as large ones."
List of local businesses, places and services in London
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos