At Lonsdales Independent Financial Advisers, we pride ourselves on providing a professional and personal service to our clients.

In today's complex financial world it is important that Independent Financial Advice is available to ensure that you receive the right advice. All our advisers have a wealth of experience in the financial services sector and are able to provide advice tailored to your personal requirements.

We will talk through your current position and discuss the future plans that you may have in order that we understand your particular circumstances, consider and review your existing investments and financial arrangements, and then provide you with a summary and recommendation of the choices and options available to you.

Independent Financial Advice is vitally important in today's competitive marketplace whatever your financial requirement is:

• Have you made adequate provision for your retirement?
• Are you investments working efficiently for you?
• Would you and your family be protected in the event of death, an accident or illness?
• How will inheritance tax effect you and your family?

By meeting with one of our experienced advisers we can asses these important issues and provide plans and solutions to help you achieve your aims. To request an appointment, please use the enquiries form.

Investment Planning
We ensure that your investment strategy meets with your requirements and structuring the investment in the most tax efficient manner. We deal with all the major financial  institutions enabling us to provide a wide range of savings plans.

Retirement Provision
Whether you are employed, self employed or in retirement, we can provide expert advice on the range of options available to you. 

Inheritance Tax Planning
With careful planning you could avoid any unnecessary tax liability arising from inheritances and ensure that the beneficiaries of your estate minimise any tax liability.

Life Assurance
It is important to ensure that in the event of death or illness that adequate provision is made to protect your family/business by taking action sooner rather than later will prevent any major financial difficulties arising.

Lonsdales is a trading name of Torquil Clark Limited which is Authorised and Regulated by the Financial Services Authority