Our Associate's Commitment
A Lonsdale Associate belongs to a network that is committed to providing professional financial planning services to clients.
Associate firms must fulfil the following criteria:
- A full time and committed financial planning resource, dedicated to a full service offer to clients
- Attendance at Professional Development Days and the Annual Conference to ensure compliance with PS146 and FSRA
- Prepare and discuss an annual business plan with your Business Manager as part of the Catalyst program
- Support fellow Associates by an exchange of information and ideas
- Where appropriate, to utilise and support all Lonsdale business initiatives, such as insurance, share broking and mortgage lending services, and growing the network with like-minded practices