Strategic Insight Advisors

Lonsdale Wealth Management - Ringwood

Address: 5, Lonsdale Wealth Management, Fridays court, High St, Ringwood BH24 1AB, United Kingdom.
Phone: 1425208490.
Website: lonsdaleservices.co.uk.
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 65 reviews on Google My Business.
Average opinion: 5/5.

Location of Lonsdale Wealth Management

Lonsdale Wealth Management 5, Lonsdale Wealth Management, Fridays court, High St, Ringwood BH24 1AB, United Kingdom

1425208490

Lonsdale Wealth Management, located at 5, Lonsdale Wealth Management, Fridays court, High St, Ringwood BH2

Reviews of Lonsdale Wealth Management

Lonsdale Wealth Management - Ringwood
Martin Marriott
5/5

My wife and I sought out Lonsdale to get some assistance for harmonization of both our financial planning situations. We wanted someone local to us where is was possible to gain easy face-to-face contact for good quality advice. We've become clients of Stewart at the Ringwood office and couldn't be happier. Although it's relatively early days, the meticulous approach, and the respect with which we have been treated only bode well for the future.

Lonsdale Wealth Management - Ringwood
Heather Barrett
5/5

Lonsdale appeared as a well-reviewed and highly- recommended financial planning company that was local to me and so I knew it was a great choice before I even had my first call with Stewart. I didn’t know anything about investing but that wasn’t a problem at all because Stewart took the time to explain everything with pleasure. He invoked confidence and trust and worked with me to develop a plan, taking a holistic view of all of my finances. His approach was simple, highly professional and genuine which made our conversations easy. He was excellent to work with and I would highly recommend Stewart at Lonsdale for your financial planning needs.

Lonsdale Wealth Management - Ringwood
Alex Wardle
5/5

Stewart from Lonsdale Wealth Management Ringwood was recommended to me by my solicitor.
From the first meeting with Stewart, I knew I had made a good choice. I have no interest or understanding of financial matters – I want someone else to sort things for me. From the beginning Stewart has given me excellent and professional service. He is friendly, knowledgeable and efficient. He listened to my endless chatter and quickly formed a picture of my lifestyle and goals. His attention to detail is excellent. Stewart explains things to me in simple terms and shows great patience whilst doing so!
I feel very confident and supported by Stewart and know I am in very safe hands. Stewart has completed a full financial review and I am very happy with my portfolio.
Indeed, it is certainly worth mentioning that everyone who works in the office is extremely friendly and have made themselves known to me. Howard, Harry, Maggie and Lynette are so friendly and approachable.
I am very happy with Lonsdale and would highly recommend them.

Lonsdale Wealth Management - Ringwood
Jeremy Evans
5/5

We went to Lonsdale Wealth Management to give advice on and then to manage my personal pension pot. We have had several meetings with Stewart who has been excellent and very supportive throughout- really friendly, and helpful , Stewart has made everything very clear, explained things in a simple to understand way and had kept us fully informed throughout the process. He has taken away all our concerns about what to do with, how to best invest and then commence drawing off from the pension pot and we cannot recommend him highly enough. We are very confident that our personal pension is in very safe hands and it was a real pleasure to have such a friendly, supportive and efficient Financial Advisor now managing it. Stewart is also really well supported by Lynette and the Team at Ringwood. Lynette in particular has been very friendly , helpful and very efficient. I would without any hesitation highly recommend using Lonsdale Wealth Management.

Lonsdale Wealth Management - Ringwood
S Ryall
5/5

Having found I was in need of advice on dealing with two pensions, a friend recommended Lonsdale Wealth Management in Ringwood. I found them to be very good, understanding my situation and future financial needs. Everything was clearly explained to me in a way I could follow and understand. I didn't feel rushed or pressurised into making decisions just factually given information that would best meet my needs. I would recommend them to my friends.

Lonsdale Wealth Management - Ringwood
Denise Wilkinson
5/5

Myself and Husband have had nothing but sound, outstanding financial advice from Howard and Harry. They have taken into account all our personal needs and goals, and helped us make confident decisions with our investments, and pension planning.
They have made us feel financially secure moving into our retirement years, so thank you both for the invaluable advice you have given us.

Lonsdale Wealth Management - Ringwood
Paul Wood
5/5

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.

Lonsdale Wealth Management - Ringwood
brian mitchell
5/5

Lonsdale were recommended to us and we've been a customer for 5 years now. From start to finish they provide a first class professional, yet highly personalised service. Regular reviews combined with instant access to our advisor gives us enormous peace of mind, and his ability to take time and explain clearly is worth so much to us. Highly recommended

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