Independent Financial Advisers (IFAs) in Ringwood, Hampshire

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Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Trust Investments, Long Term Care

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Our Independent Financial Advisers – Ringwood, Hampshire

Howard Goodship and Stewart Sims-Handcock offer independent financial advice and investment management to clients in Ringwood and the surrounding Dorset and Hampshire towns of Fordingbridge, Burley, Verwood, Ferndown, Wimborne and Christchurch. They offer a free, no obligation initial meeting to identify how they can add value to any investment decisions through their financial planning.

Both our Ringwood independent financial advisers (IFAs) are Fellows of the Personal Finance Society (FPFS) and Chartered Financial Planners (CFP), the highest industry qualification. Stewart is also a STEP affiliate member, a global professional association for practitioners specialising in family inheritance and succession planning.

Howard manages our Lonsdale Wealth Management Ringwood office. He has over 25 years financial services experience and previously opened and managed the Ringwood Offices of Edward Jones, where he was also a General Partner, responsible for the South of England. Stewart has worked for almost two decades in financial services offering investment advice and pension advice and helping high net worth individuals most recently in Edward Jones and Tilney Limited. He has held managerial and advisory positions at various financial and wealth management firms.

When our Ringwood independent financial advisors (IFAs) offer financial advice, they advocate cash flow planning, which provides a visual “roadmap” of a person’s financial future. Our financial planners help clients understand what they need to do financially to achieve their goals in areas such as retirement saving, generating an income during retirement and passing on any remaining estate tax-efficiently (IHT planning). Once identified, our advisers work alongside clients to ensure their investments and financial plans can support, and ideally enhance, their lifestyle.

Howard and Stewart both have extensive experience of pensions, investment ISAs, inheritance tax, investment bonds and other tax efficient savings. They also have considerable expertise on Trust Investments for both individual clients and trustees.

Both advisers often work alongside local solicitors and accountants to ensure clients receive joined up legal, tax and financial advice. Stewart and Howard are both listed on the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society. Stewart often works with solicitors on financial planning during and after divorce settlements.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

Stewart is an adopter of the Personal Finance Society vulnerability charter, and is a Dementia Friend having completed the relevant online training.

The Financial Conduct Authority does not regulate Cash-Flow Modelling, Tax Advice, or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.