Call our Independent Financial Advisers 01727 845500

Investment Advice

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

Read the latest JP Morgan Market Bulletin

Tuesday 21 July 2020

Read the latest JP Morgan Market Bulletin with information on Covid 19

Practical financial planning and technical updates in relation to coronavirus

Friday 22 May 2020

Review how cash planning, inheritance tax planning, capital gains tax planning and gifting are affected by the coronavirus pandemic

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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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


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


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.


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.


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


Sustainable investing and the benefits to you and the environment

Richard Porter, independent financial adviser in St Albans reviews how you can make your pension fund or investments more sustainable.


Simon Prestcote, IFA Barnet - How to avoid paying inheritance tax on your ISAs

ISAs have many tax advantages but they are NOT free from inheritance tax unless you leave them to your spouse or civil partner. Read more here.


Don’t put off making financial decisions – call our Lonsdale advisers now

Don’t let the pandemic stop you from taking financial advice.  Call our qualified Lonsdale Wealth Management financial advisers on 01727 845500


Howard Goodship, IFA, Ringwood - How to achieve Tax Efficient Investment Income

Read Howard Goodship's article if you want to know how to generate a healthy level of current income from savings and investments


Howard Goodship,IFA, Ringwood-The Value of Ongoing Investment Management

Howard Goodship, Chartered Financial Planner, Ringwood explains why it is important to regularly review your finances.