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Independent Financial Advisers in Ware

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

Our Independent Financial Adviser – Ware

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.

SIFAAllan 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.

Solla AssociateIn 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.'

Ware Office

Office 42
High Oak Business Centre
15-17 Gentlemens Field
Westmill Road
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.

News from our Financial Advisers


Allan Ross, IFA Ware - How we help clients with practical financial planning

Financial planning isn’t just about retirement planning or investing tax efficiently, sometimes we offer advice on smaller practical financial issue


Allan Ross, independent financial adviser in Ware achieves SOLLA accreditation

In March 2020 Allan Ross achieved the Later Life Adviser Accreditation and became a member of the Society of Later Life Planners (SOLLA).

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