On June 15th 2018 Lonsdale Services won the Best Individual Pension Advice firm award for the South East and Anglia region, at an RPA awards dinner at the Waldorf Hilton London. Eight financial planning companies were shortlisted in this category. 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.
Allan Ross, independent financial adviser, IFA, in Ware was also highly commended in the Best Estate Planning Adviser of the year category.
Simon Hawker, Managing Director and independent financial adviser, IFA, in our St Albans office said:
‘Lonsdale Services is delighted to win the best individual pension advice firm award and to be runner up in the Estate Planner category. This follows our success last year when Deb Nolan independent financial adviser in our Leeds / Bradford office won the Outstanding Customer Care RPA Award. As an independent privately owned business we look after our pension clients’ best interests by always offering them the most appropriate financial advice. Our financial advisers differentiate our pension advice offering because our key goal is to educate our clients before offering financial advice. Whenever our pension advisers work with clients we apply our core principles of integrity, reliability and value which form the basis of our Client Charter. We operate a team based culture and encourage colleagues to work together and contribute ideas to improve our pension advice process across our Lonsdale Wealth Management offices in St Albans, Barnet, Harpenden, Stafford, Ware and Leeds/Bradford.’
The Best Individual Pension Advice category was open to financial advice firms and wealth managers that offer advice on pensions and retirement options to individuals. To be considered for the Best Individual Pension Advice firm award Lonsdale Services entered a 1,000 word submission detailing how Lonsdale Wealth Management is improving retirement planning for individual pension clients. The submission included an example of how Lonsdale Wealth Management charge an individual client for pension costs and retirement advice costs, including the initial and ongoing pension advice fees, product charges and platform charges. The submission explained how Lonsdale Wealth Management use technology like Voyant cash flow modelling and Intelligent Office to support individual pension planning.
Retirement Planner Awards - 2018
The Retirement Planner Awards are in their fifth year. According to Julian Marr, Editor in chief of Retirement Planner who presented the awards, ‘they highlight so much that is good and positive about the sector today - recognising and rewarding advisers and companies who have proved themselves to be at the forefront of the provision of dynamic and fresh approaches to retirement planning and pension advice and services.’