Supporting Vulnerable Customers

In 2021 Lonsdale Services won the National Professional Adviser award - Best Adviser firm for Vulnerable Client Care. Our Lonsdale Mortgages team work closely with our financial advisers to recognise vulnerability. Customers may be considered vulnerable by virtue of their age, disability, or other circumstances. We have a Lonsdale Services Vulnerable Client Policy.

Our Customer Charter

All our Lonsdale Mortgages broking team in St Albans and Lichfield, undertake annual vulnerable customers training, so we can assist customers who are living in vulnerable circumstances. Amy Kadir, our mortgage adviser in St Albans is a member of our Vulnerable Client Group that provides guidance on new regulations.

We have Dementia Friends in our St Albans office. Lonsdale Services are proud to be the first financial adviser in Hertfordshire to become a corporate partner of the Alzheimer’s Society. Lonsdale colleagues have fundraised over £10,000 for the Alzheimer’s Society in several sporting challenges.

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