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Investment Advice

Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.


Ray McHugh, IFA - Companies should consider business protection planning

Thursday 31 October 2019

For effective business protection planning we recommend to have the business owners insured personally.

LGT Vestra – Quarter 2 market review

Wednesday 11 July 2018

LGT Vestra reviews the equity and bond markets for Quarter 2 2018

Lonsdale Services provide generic financial advice at Citizen Advice Bureau

Wednesday 24 February 2016

Simon Armstrong, provides pro bono (no charge) generic financial advice at Citizens Advice Bureau Luton

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Recommended


31-08-2019

Simon Hawker, IFA - Lonsdale Services voted in Top 50 Financial Advisers in UK

In 2018 the Financial Times voted Lonsdale Services one of the top 50 financial advisers in the UK


14-08-2019

Howard Goodship, CFP, Ringwood - Tax Efficient Saving for Grandchildren

Howard Goodship said: ‘Many of my clients are retired, have a comfortable lifestyle and want to provide financial help to children and grandchildren


30-06-2019

Howard Goodship, CFP, Ringwood - What is Inheritance Tax Planning?

The starting point for any Inheritance Tax Planning is a discussion about what you are trying to achieve, and what is holding you back from acting.


26-04-2019

Richard Porter, financial adviser St Albans - How to pay for care home fees?

Lonsdale Advisers can offer financial advice on paying care home fees. For example - care home fee planning for yourself or an elderly parent.


03-04-2019

Ray McHugh, IFA - Tax tips to make the most of your allowances by April 5th

There are several important and valuable tax planning opportunities that will be lost after April 5th 2019. Read more

Trending News


11-11-2019

How to combat inflation - the enemy of retirees

Anyone on a fixed income will know the painful effect inflation can have on their expenditure. Read more to understand how it affects your savings


31-10-2019

Ray McHugh, IFA - Companies should consider business protection planning

For effective business protection planning we recommend to have the business owners insured personally.


22-10-2019

Lonsdale Runners complete 10-mile challenge for Alzheimer’s Society

Lonsdale colleagues Deb Nolan, Tracy Gannon and Allan Ross completed the 10-mile Asda Foundation York challenge on the 20th October.


30-09-2019

How much money do I need to retire on?

The key to having enough money in retirement is to carefully consider your financial goals and assess your income, expenditure and savings.


01-10-2019

Understanding Investments: What you pay in Investment and advice charges?

Ensure the fees you pay are reasonable for investment management and any financial advice you pay for adds value in achieving your objectives