Lonsdale Wealth Management

Stewart guided us through the process of consolidating a number of historic pension pots, he was welcoming and patient, fully understood our needs and made us feel secure about our future financial situation. We would thoroughly recommend Stewart and the friendly team at Lonsdale in Ringwood.

We have been working with Stewart at Lonsdale this year, planning for retirement. Stewart spent some time getting to know our requirements and put forward several options and projections of how these might be able to be achieved. Very pleased to say that we are now on track and have a plan to work to. It’s comforting to know that should any financial ‘events’ occur, Lonsdale will evaluate the impact on our plans and suggest alternatives. All in plain English! Would definitely recommend an initial chat to see how Lonsdale can help.

Chris and I needed pension advice and Stewart at Lonsdale was recommended to us, with his excellent credentials we couldn’t be more pleased and we look forward to a long term relationship with him. Stewart’s professionalism, friendly manner, patience, advice and guidance has been invaluable to us. It’s also good to know that Lonsdale have an office in Ringwood with a brilliant team. We have no hesitation in recommending Stewart.

After my husband died I was recommended to have a consultation with Howard at Lonsdale. Best thing I ever did. He has taken away all my worries, handling my portfolio in a professional and supportive manner, also making sure my son is kept informed of all transactions.Highly recommended.

We've been very impressed with the Lonsdale team in Ringwood. A very thorough approach and very client focused. We have confidence in the advice we've been given.

So glad we discovered Howard and his team at Lonsdale Wealth Management. Howard's advice has been thoughtful, clear and easy to understand. He listened carefully to our current situation and our future goals and has guided us through the difficult first steps of planning retirement. We would thoroughly recommend Howard for anyone needing financial /retirement planning. Thanks Howard!

Howard completed a full financial review for my husband and I, enabling us to plan for our retirement feeling properly informed. He was very patient and thorough and made the whole process feel very easy. We now feel confident our financial affairs are in good order and our investments are being kept under review. Would have no hesitation recommending Lonsdale Wealth Management.

From the moment you arrive made to feel welcomeHoward and Harry were very attentive to my pension advice that I neededHoward can see through all the paperwork and extract the information needed and gave good honest adviceWould recommend Lonsdale to family and friends for excellent customer serviceThank you

I met with Howard today for a free consultation to discuss some financial questions. I found Howard to be very pleasant and forthcoming with all the relevant information to help me decide upon my next course of action regarding my finances. A very well organised office with helpful and pleasant staff in reception. I would not hesitate to contact Lonsdale Wealth Management regarding financial matters in the future and will certainly recommend them to friends and family to obtain sound independent financial advice.

We are very pleased with the service provided by Howard and the team at Lonsdale. Howard spent sometime listening to us and exploring our financial objectives before making reecommendations on our pensions and savings, which he explained and confirmed in easy to understand language. All recommendations were followed by documentation and he was easily avialable to follow up any queries we had . We have followed the advice provided and have engaged Lonsdale on an ongoing basis as we both like and trust the individuals we have met . We have used financial advosors in the past but it has often been a distant communication this is much more persoanl and we feel geared to our needs. Would definitely recommend Lonsdale Wealth Manamgment in Ringwood