Lonsdale Wealth Management / Benefit Consultants

"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."