
Financial advice that you can trust
How do you want to plan for your future?
Use our Lonsdale Lifetime Financial Planner to monitor your cashflow and maximise your retirement income and protect your family’s financial security.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
Protecting your employees for life
Our approach
Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Trust Investments, Long-Term Care, Retirement Income
Call our Lonsdale Independent Financial Advisers (IFAs) in Ware, Hertfordshire on 01920 860160 for a free financial planning initial consultation.
Allan Ross joined Lonsdale Wealth Management in 2010 to provide independent financial advice in Ware. Allan set up the Ware office where he works with administrators Natalie Rispin. Allan has clients in Ware, Hertford, Bishop’s Stortford, Stevenage, Welwyn Garden City and Hoddesdon.
In 2018 Allan Ross was ‘Highly Commended’ in the Retirement Planner Awards Estate Planner Adviser category, and Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia. In 2017 we won the RPA Outstanding Customer Care award.
In May 2017 Allan Ross attended a Dementia Friends induction day. Allan is championing the dementia cause within Lonsdale and he has trained Lonsdale colleagues so our offices are dementia friendly. In June 2017 Lonsdale Services became the first financial adviser in Hertfordshire to become a corporate partner of The Alzheimer’s Society. In 2017 we were headline sponsor of the Alzheimer’s Society carol concert, and in 2018 Allan joined Lonsdale colleagues on the Trek26 Alzheimer’s Yorkshire Three Peaks Challenge. The team raised over £3,457 for Alzheimer’s Society.
Allan has successfully established a loyal client base, which continues to grow. Allan’s areas of expertise is advising clients on how to properly mitigate inheritance tax, and how to fund long term care. This is done, amongst other things, by working alongside local solicitors in Ware, Hertford and Loughton to ensure Wills and Lasting Power of Attorneys are in place. Our Ware office is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.
Allan has qualifications in Long Term Care and Equity Release. In August 2015 Allan passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring Allan is qualified to give retirement advice on new pension legislation. Allan is now on a 2-year program studying to become a Chartered Financial Planner.
In 2020 Allan achieved the Later Life Adviser Accreditation (LLAA) and became a member of the Society of Later Life Planners (SOLLA) which gives independent recognition of his skills and experience in working with and understanding the needs of older people and their families.
Allan Ross independent financial adviser (IFA) Ware said: ‘I enjoy building meaningful relationships with my clients, whilst helping them achieve their financial planning goals. To see a client, buy a house, retire early, or save tax because of my financial advice is very satisfying.'
Office 42
High Oak Business Centre
15-17 Gentlemens Field
Westmill Road
Ware
Hertfordshire
SG12 0EF
Tel: +44 (0) 1920 860 160
Fax: +44 (0) 1727 837711
Email: ku.oc.secivreseladsnol@ssora
Financial Advisers: Allan Ross
I have no hesitation recommending my clients to Mr Allan Ross. He is very professional and works tirelessly to provide appropriate financial advice on inheritance tax tailored to the needs of the individual client. Mr Ross has the ability to work closely with the client making them feel involved and their personal circumstances understood whilst using his professional knowledge and experience to provide sound financial advice.”
Jayne Kesbey, Solicitor, Attwaters Jameson Hill Solicitors
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.
17-12-2020
Financial planning isn’t just about retirement planning or investing tax efficiently, sometimes we offer advice on smaller practical financial issue
02-06-2020
In March 2020 Allan Ross achieved the Later Life Adviser Accreditation and became a member of the Society of Later Life Planners (SOLLA).
Allan works in our Ware financial planning team. Allan’s areas of expertise is advising clients on how to properly mitigate inheritance tax, and how to fund long term care.
Steve works in our St Albans financial planning team. He mainly advises corporate clients on Group Personal Pension Schemes, Group Life, Income Protection and Private Medical Schemes.
Richard is an experienced financial adviser who works in our St Albans financial planning team. He specialises in working with high net worth business owners managing their pension, investment and tax planning.
Deb works in our Leeds / Bradford office. In 2017 she won the Retirement Planner Outstanding Customer Care Award for Lonsdale Services with her client case study.
Mark specialises in helping clients meet their pre-retirement investment needs and provide their income in retirement. He is a member of our Harpenden financial planning team.
Simon is the Managing Director of Lonsdale Services and a hugely experienced Financial adviser. Simon works in our St Albans financial planning team, specialising in company and group pensions and holistic financial planning.
Simon Prestcote is a Chartered Wealth Manager working in our North London financial planning team. He specialises in helping private clients with their retirement, investment and estate planning.
Ray McHugh works in our North London financial planning team. Ray’s background is in Corporate Pensions, Retirement Planning and investment planning for individuals.
Aaron works in Harpenden but offers investment advice and pension advice in central and south London. Aaron has offshore experience so provides financial planning advice to returning expats.
Howard has over 25 years financial services experience. He heads the Ringwood financial planning team helping clients understand how their investments and finances can support their lifestyle.
Mark works in our St Albans financial planning team. With over 25 years’ experience he manages investments, personal finances for individuals, small businesses and organisations.
Neil works in our Stafford financial planning team and has over fifteen years financial planning experience. He specialises in providing investment planning and financial advice for individuals.
Stewart has worked for almost two decades in financial services helping high net worth individuals with financial planning for pensions, inheritance tax, trusts and investment bonds.
Simon works in our St Albans financial planning team. He specialises in offering pre and post retirement planning, investment advice, estate planning and cash-flow planning for individuals.
Book a consultation with a Financial Adviser at our Ware office.
Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.
As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.
Lonsdale Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number: 225488.
The Financial Conduct Authority does not regulate Estate Planning, Lonsdale Pension Trustees Ltd, Tax Planning, Offshore Investments or Lifetime Financial Planning.
The value of tax relief depends on your individual circumstances. Tax laws can change.
Lonsdale Mortgages do not charge a fee for their services, we receive commission from the provider except in instances where we organise additional borrowing for a client with their existing lender, as some providers do not offer commission.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
Registered in England: 04573693. Registered Office: 3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD.
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