Reviews for LONSDALE WEALTH MANAGEMENT, RINGWOOD
5/5 from david
2 years ago
2 years ago
We first contacted Lonsdale Wealth Management just over 2 years ago and had our first consultation with Stewart. Quite a lot of time passed and due to family reasons we didn't take any further action. Stewart didn't pressurise us to move forward at any time and then 18 months after our initial visit we picked up where we left off. We are now very pleased we did move forward and for a complete financial novice, Stewart has made the who process very easy and is always on hand to answer our questions. Planning for our retirement has always horrified us but we are now enjoying it knowing we have the support and knowledge of a very professional local team who have a large support network behind them.
5/5 from Paul
3 years ago
3 years ago
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.
5/5 from Michelle
3 years ago
3 years ago
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.
5/5 from Jaqui
3 years ago
3 years ago
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!
5/5 from Nicola
3 years ago
3 years ago
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.
5/5 from Brenda
3 years ago
3 years ago
From the moment you arrive made to feel welcome
Howard and Harry were very attentive to my pension advice that I needed
Howard can see through all the paperwork and extract the information needed and gave good honest advice
Would recommend Lonsdale to family and friends for excellent customer service
Thank you
5/5 from Grant
3 years ago
3 years ago
Howard at Lonsdale has done a brilliant job of helping to clarify my financial position. The clear documents provided give me a lot of confidence and knowledge around the direction my investments are moving in and what position I might expect to be in with them in the future.
5/5 from Dawn
3 years ago
3 years ago
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
5/5 from john
3 years ago
3 years ago
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.
5/5 from Polly
3 years ago
3 years ago
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.