Effective guidance and advice given and a tailored approach to my personal needs. Financial information presented and explained very clearly. Provides excellent reassurance that management of finances is taken care of.
Conor has been incredibly helpful and knowledgeable about planning for my financial future in particular consolidating multiple workplace pension plans. Conor provides honest advice and isn't one of those people who tells you that every plan should be moved into one plan if it shouldn't be! He provided me with a strategic review, listened to my longer term financial goals and drafted an approach I felt comfortable with based on my risk profile. He explains thing very clearly and doesn't rush you. As I recently started my own business, he also went out of his way to connect me with someone else who has a similar business to myself who is now acting as a mentor for me. Thank you so much Conor for everything.
We engaged the services of Conor McClean earlier this year, and have been very happy with the advice and service he has provided. He is very approachable and was willing to explain anything we didn't follow. He answered all our questions and we never got the feeling we were being rushed for time. Only time will tell if we have made the right choices but it's good to know someone is keeping an eye on things while we get on with life.
Conor has been a pleasure to work with. He is personable and listens really well and once he understands your full financial picture he is able to lay out options in a very clear and simple way. He is great at breaking down what can sometimes seem complicated financial planning and was able to answer all our questions which for us instilled a lot of confidence in him. I would thoroughly recommend Conor to anyone who is at a stage in their lives where they need to discuss their wealth or retirement planning.
Conor McLean is pleasant and patient and is able to explain complex financial matters to those who have little knowledge of finance. He is aware of his clients' different attitudes to risk and ethical investments, and will advise accordingly. My investments have increased considerably since Conor has been my financial advisor and I would definitely recommend him.
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.
Lonsdale Wealth Management / Benefit Consultants is located at 3 Curo Park, Frogmore, St Albans AL2 2DD, UK
You can contact Lonsdale Wealth Management / Benefit Consultants at +44 1727 845500
You can find directions to Lonsdale Wealth Management / Benefit Consultants by following this map link
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