Lonsdale Services finalist in Retirement Planner Awards - Outstanding Customer Care Award .
Lonsdale Services - Outstanding Customer Care finalist in RPA Awards
Friday 14 June, 2019
Lonsdale Mortgages is part of Lonsdale Services Limited. Our mortgage broking team work at our St Albans office, alongside the team of independent financial advisers at Lonsdale Services.
Having won the Retirement Planner Awards (RPA) Outstanding Customer Care award in 2017 Lonsdale Services is again amongst five national financial planning companies selected as a finalist for the award at the Retirement Planner Awards, 2019.
The other finalists for the Outstanding Customer Care Award include Citywide Financial Partners, Kellands (Hale) Ltd, Prosperity Wealth Ltd and Zurich. The Outstanding Customer Care Category is ‘open to pension providers that offer pension/retirement services to individuals.’ The winner will be announced on the 14th June at the Marriott Hotel, Grosvenor Square, London.
The Retirement Planner Awards are in their sixth year. Lonsdale Services won the 2017 Outstanding Customer Care award with a case study submitted by Deb Nolan, Lonsdale Wealth Management independent financial adviser in Leeds/Bradford. Deb Nolan has also submitted the case study for this year’s award. In 2017 Deb Nolan advised a member of a money purchase occupational pension scheme that they could be due a financial entitlement in the form of scheme-specific tax-free cash protection. In 2018 Lonsdale Services also won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia. Allan Ross our Lonsdale Wealth Management independent financial adviser in Ware was also ‘highly commended’ in the Estate Planner Adviser category in 2018.
To enter the Outstanding Customer Care award Deb Nolan, independent financial adviser, Leeds/Bradford had to submit a case study. During the year Deb had provided pension advice to a client who was looking to take early retirement and her independent financial advice enabled him to make substantial tax savings during the 2018/19 tax year.
Simon Hawker, Managing Director of Lonsdale Services and independent financial adviser in St Albans said:
It’s a great achievement that Deb Nolan our independent financial advisor in Leeds / Bradford has again been nominated for the Outstanding Customer Care award, having won the award in 2017. Deb manages our successful Leeds / Bradford financial planning team. She has grown our financial advice business in Yorkshire, since she set it up in 2013. She works with clients across Yorkshire including Leeds, Bradford, Halifax, Skipton and Huddersfield. The testimonials that we get back from Deb’s clients show that they are really satisfied with the financial advice she provides. All our Lonsdale Services financial consultants are committed to offering the best possible independent financial advice and client service and this is reflected in the excellent client satisfaction figures that can be reviewed in the Our Clients section of the website.’