Lonsdale Wealth Management 11 Wrotham Road, Barnet EN5 4SZ
About the Business
Lonsdale Wealth Management is a highly reputable financial institution located in Barnet, United Kingdom. As a well-established establishment, we have earned a sterling reputation for our commitment to providing exceptional financial advice and services to our clients.
At Lonsdale Wealth Management, our dedicated team of finance professionals are highly experienced and knowledgeable in all aspects of financial planning. We take great pride in providing bespoke solutions that meet the unique needs of each of our clients, ensuring that their financial goals are met and their money is invested in a way that aligns with their personal values and priorities.
Our offices are located at 11 Wrotham Rd, Barnet EN5 4SZ, a convenient and accessible location that is easily accessible to clients from all around the area. We have invested extensively in cutting-edge technology and software, which allows us to stay up-to-date with the latest trends and advancements in the finance industry, and to offer our clients a truly modern, efficient service.
As a point of interest in the financial sector, Lonsdale Wealth Management is renowned for our commitment to ethical and socially responsible investing. We believe that doing well and doing good can go hand in hand, and our investment strategies reflect this. By choosing to partner with us, our clients can rest assured that their investments will have a positive impact not just on their financial future, but on broader society as well.
If you are looking for a financial institution that you can trust to help you achieve your long-term financial goals, look no further than Lonsdale Wealth Management. Contact us today to learn more about our range of services and to schedule a consultation with one of our expert financial advisors.
Photos
Location & Phone number
11 Wrotham Rd, Barnet EN5 4SZ, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My partner and I have been with Lonsdale (Barnet) for many years now. We have found their financial advise to be sound and effective. Simon and his team have been very helpful and pleasant to deal with and they have always been available and ready to offer help and advice."
"I have known Simon for over 20 years and in all that time, I have been very appreciative of his patience in explaining his proposals for my financial matters. Over the years he has dealt with my financial matters extremely well. I couldn't be happier."
"I've been with Simon and Lonsdale since about 2013 following a recommendation from friends who were longstanding clients. I have been very impressed with the quality of service from the outset, and especially in the past very challenging year. Very attentive, proactive and responsive, and focussed on my requirements. And the human touch too - Simon and his staff are lovely. Highly recommended!"
"Simon Prestcote has been our financial adviser for nearly 20 years. We have followed him to Lonsdale Wealth Management. The whole team who look after us from the Barnet Office are extremely professional, friendly, efficient and helpful. Simon has provided us with good advice over the years taking into account our current financial situation and future goals. The information provided is clear and understandable and Simon explains the details very well. Family and friends have taken up my recommendation to work with Simon at Lonsdale."
"Simon provides an excellent comprehensive financial review and a bespoke forecast of your finances which enables you to make precise decisions about a retirement date, as well as the affordability of key events and projects. Holistic financial planning!"
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