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
Estate Planning
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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
Lonsdale’s Ray McHugh, IFA, Barnet - Working with Solicitors and Accountants
Friday 29 December 2017
Ray McHugh reviews how Lonsdale are working with Professional Advisers - solicitors and accountants to offer the most appropriate financial advice.
Allan Ross, IFA, Ware - Mitigating Inheritance Tax
Tuesday 11 July 2017
This case study considers how to mitigate inheritance tax, it is part of our 'Value of an independent financial adviser' series
Allan Ross, independent financial adviser Ware qualifies as a Dementia Friend
Friday 26 May 2017
Allan Ross, Lonsdale Services independent financial adviser in Ware, Hertfordshire recently became a Dementia Friend
Lonsdale Services FREE financial planning seminars for 2017
Tuesday 17 January 2017
Due to popular demand we are hosting a further series of financial planning seminars in 2017.
Neil Homer Stafford IFA – When to involve your family in financial planning
Friday 23 December 2016
We assist clients with their estate planning and encourage clients to consider financial planning on a family-wide basis.
Richard Porter IFA St Albans - Get financial advice for your estate planning
Thursday 22 December 2016
Richard Porter independent financial adviser in St Albans reviews how important it is to get independent financial advice for your estate planning
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.
