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Independent Financial Advisers (IFAs) in Ringwood, Hampshire


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


Our Independent Financial Advisers – Ringwood, Hampshire

Call our Lonsdale Independent Financial Advisers (IFAs) in Ringwood, Hampshire on 01425 208490 for a free financial planning initial consultation.

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.

SIFABoth 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.


Ringwood Office

5 Fridays Court
High Street
Ringwood
Hampshire
BH24 1AB

Tel: +44 (0) 1425 208490
Email: ku.oc.secivreseladsnol@pihsdoogh
ku.oc.secivreseladsnol@kcocdnahsmiss Facebook: Lonsdale Wealth Management - Ringwood

Independent Financial Adviser (IFA):
Howard Goodship,
Stewart Sims-Handcock

Chartered Financial Planners

Howard recently completed a full financial review for myself and my wife. The process was effectively managed from start to finish. Howard’s attention to detail was absolutely thorough without being at all intrusive. He was unfailingly patient, fully attentive to our needs and feelings and professional in his manner at all times. The Cash-Flow projections he supplied to us were particularly helpful and informative for assisting us with our future planning. We would fully recommend Howard - a financial adviser who listens and who is totally impartial!”

Mr & Mrs E, Ferndown, Dorset

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.

News from our Financial Advisers


29-09-2020

Howard Goodship, CFP Ringwood-Can you afford to retire or start a new business?

Our qualified Lonsdale Wealth Management independent financial advisers use Lifetime Financial Planning to offer informed financial advice

13-05-2020

Howard Goodship, IFA, Ringwood - How to achieve Tax Efficient Investment Income

Read Howard Goodship's article if you want to know how to generate a healthy level of current income from savings and investments

 

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Book a consultation with a Financial Adviser at our Ringwood office.

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