Independent Financial Advisers in Ware


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


Our Independent Financial Adviser – Ware

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 and Jo Ross.

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.

Ware Financial Advisers TeamAllan 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. 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, beginning with the AF3 Pensions exam in April 2017.

In 2016 our Ware financial planning team were awarded a certificate of recognition from the youth connexions Hertfordshire Health & Safety as an approved provider of work experience placements, after Josh Fitt completed a one week work experience placement.

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.'

Ware Office

Chequers House
Watton Road
Ware
Hertfordshire
SG12 0AA

Tel: +44 (0) 1920 860 160
Fax: +44 (0) 1920 461 560
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.

News from our Financial Advisers


12-12-2018

Lonsdale Services launch ten point plan to support clients living with dementia

Financial advisers have a duty of care to protect the interests of clients living with dementia

15-10-2018

Allan Ross, Ware IFA– Why set up a will and lasting power of attorney?

In National Estate Planning awareness week we consider why you should set up a will and review lasting power of attorney.

Book a Free Initial Consultation

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

submit

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Wealth Management

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.