Ray McHugh, IFA Barnet recommends clients set up a financial plan
Tuesday 1 October 2019
Lonsdale Wealth Management has produced a financial passport detailing where all your financial and personal information is kept.
Estate Planning
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
How much money do I need to retire on?
Monday 30 September 2019
The key to having enough money in retirement is to carefully consider your financial goals and assess your income, expenditure and savings.
Howard Goodship, CFP, Ringwood - Tax Efficient Saving for Grandchildren
Wednesday 14 August 2019
Howard Goodship said: ‘Many of my clients are retired, have a comfortable lifestyle and want to provide financial help to children and grandchildren
Howard Goodship, CFP, Ringwood - What is Inheritance Tax Planning?
Sunday 30 June 2019
The starting point for any Inheritance Tax Planning is a discussion about what you are trying to achieve, and what is holding you back from acting.
Richard Porter, IFA, St Albans - How to pay for long-term care costs
Friday 7 June 2019
Lonsdale Services Financial Advisers offer independent financial advice to pay long-term care options for yourself or an elderly parent.
Richard Porter, financial adviser St Albans - How to pay for care home fees?
Friday 26 April 2019
Lonsdale Advisers can offer financial advice on paying care home fees. For example - care home fee planning for yourself or an elderly parent.
Lonsdale Services launch ten point plan to support clients living with dementia
Wednesday 12 December 2018
Financial advisers have a duty of care to protect the interests of clients living with dementia
Allan Ross, Ware IFA– Why set up a will and lasting power of attorney?
Monday 15 October 2018
In National Estate Planning awareness week we consider why you should set up a will and review lasting power of attorney.
Allan Ross, Financial Adviser Ware wins Finance Monthly Global Award 2018
Friday 14 September 2018
Allan Ross, Lonsdale Wealth Management financial adviser wins Finance Monthly Global Award 2018, UK Share dealing Services Adviser of the Year award
Allan Ross IFA Ware ‘highly commended’ in RPA Estate Planning Awards
Wednesday 20 June 2018
Allan Ross, IFA in Ware was runner up and ‘highly commended’ in the 2018 Retirement Planner Awards Best Estate Planner Adviser category
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
