Use our Lonsdale Lifetime Financial Planner to monitor your cashflow and maximise your retirement income and protect your family's financial security. We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do.
We believe you have the right to expect value for money from us, which is exactly what we seek to deliver. Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure. We offer independent lifetime financial planning and pension advice to achieve your long-term financial goals.
We believe you have the right to expect value for money from us, which is exactly what we seek to deliver. Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure. We offer independent lifetime financial planning and pension advice to achieve your long-term financial goals.
Reviews (9)
Alex Nunn
Jul 03, 2021
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John Cantlay
Mar 28, 2021
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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.
Helen Lowe
Mar 22, 2021
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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.
David Marsh
Mar 06, 2021
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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
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
Javier Hofmaister
Feb 23, 2021
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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’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.
Sally Clark
Feb 02, 2021
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Positive: Professionalism, Responsiveness
We have had a great experience of working with Richard P over the years - he is highly responsive to our asks, is prepared to give us an opinion on what we should do with respect to our finances and provides us with a regular update on projections of the state of our finances out to when we are in our 90's. Highly recommend it
We have had a great experience of working with Richard P over the years - he is highly responsive to our asks, is prepared to give us an opinion on what we should do with respect to our finances and provides us with a regular update on projections of the state of our finances out to when we are in our 90's. Highly recommend it
John Coleman
Oct 31, 2020
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Lonsdale Wealth Management have guided me through a very comprehensive investment plan with the financial future of myself and my family at the heart of every conversation.
I am very confident in our plans and have the upmost trust and respect for the team at Lonsdale, especially in these rapidly changing times.
Big call out to the friendly and personal touch from the team, it means a lot.
I am very confident in our plans and have the upmost trust and respect for the team at Lonsdale, especially in these rapidly changing times.
Big call out to the friendly and personal touch from the team, it means a lot.
Rebecca Bolevin
Jun 19, 2020
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Philip Dobson
May 21, 2020
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