Wealth Management
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
Employee Benefits
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
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 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 £1,500 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. 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
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.
The Ware Financial Planning Team
News from our Financial Advisers
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.
14-09-2018
Allan Ross, Financial Adviser Ware wins Finance Monthly Global Award 2018
Allan Ross, Lonsdale Wealth Management financial adviser wins Finance Monthly Global Award 2018, UK Share dealing Services Adviser of the Year award
Simon
Armstrong
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.
Allan
Ross
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.
Simon
Prestcote
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.
Deb
Nolan
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.
Steve
Cook
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.
Howard
Goodship
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
Bowen
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
Homer
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.
Simon
Hawker
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.
Ray
McHugh
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
Abraham
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.
Mark
Slobom
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.
Richard
Porter
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.
Book a Free Initial Consultation
Book a consultation with a Financial Adviser at our Ware office.
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.