We are, and have always been, a small team. This is a deliberate choice as it means we work very closely together and can support our colleagues on a daily basis. We sit in the same office. We make tea for each other. We communicate. We learn from each other. These are rare commodities in today’s modern working environments.
Every member of the team (whether on the Administrative, Technical or Advisory side) is qualified to a minimum of the Chartered Insurance Institute’s Financial Planning Certificate level. This means that we all have an excellent working knowledge of the industry that we deal with, the instruments that we use, and the needs of our clients. Those of us on the Advisory and Technical side hold a number of advanced (Diploma level) financial planning qualifications, often in different subjects, so we are able to specialise in a variety of areas.
At Lonsdale, we are honest, hardworking, approachable and fun. We look forward to working with you.