Independent Financial Advisers in Ware

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

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 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 colleagues are organising two fundraising events.

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. He works alongside solicitors, the client or their legal representatives 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
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


Lonsdale Services headline sponsor of Alzheimer’s Hertford carol concert

On 9th December Lonsdale Wealth Management was headline sponsor of the Annual Alzheimer’s Society Carol Concert at All Saints Church, Hertford.


Introducing Jo Ross our Administrator in the Ware financial planning office

Jo works in our Ware financial planning team as an Administrator. Jo joined Lonsdale Wealth Management Ware office in March 2015.

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