Investment Planning

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


Simon Hawker,IFA St Albans -Our advisers are competent to offer financial advice

Tuesday 16 April 2019

How we ensure Lonsdale financial advisers remain competent to offer you appropriate financial planning advice?

Mark Slobom, IFA, Harpenden - LGT Vestra launches Sustainable Model Portfolio

Friday 8 March 2019

Sustainable investing is a choice that can aims to benefit the environment and society. Read Mark Slobom's article to find out what funds we offer

Lonsdale host J.P.Morgan strategist at BREXIT: Where Next? Seminar

Wednesday 6 March 2019

On 1/3/19 Michael Bell, Global Market Strategist, J.P.Morgan Asset Management, joined our Lonsdale Barnet team as guest speaker at our client seminar

Richard Porter IFA, St Albans –Use pension and ISA allowances before April 6th

Wednesday 23 January 2019

Richard Porter, IFA, St Albans recommends planning ahead and using up all your pension and ISA allowances before the new 2019/20 tax year.

Howard Goodship, IFA, Ringwood - Managing risk & tax to earn a higher return

Thursday 29 November 2018

Making the right choices now will results in you earning, and keeping, more of your returns and will help make your financial goals more achievable.

Steve Cook, IFA, St Albans-How does Lonsdale Services protect your investments?

Thursday 22 November 2018

Following the recent insolvency case of Beaufort Securities our clients want to know how we protect their investments.

Stewart Sims-Handcock joins our Ringwood financial planning team

Monday 12 November 2018

Chartered financial planner Stewart Sims-Handcock has joined Howard Goodship in the Lonsdale Wealth Management Ringwood office.

Mark Slobom – IFA Harpenden reviews October’s equity market volatility

Friday 26 October 2018

Mark Slobom our independent financial adviser in Harpenden reviews the recent volatility in equity markets

Neil Homer, IFA Stafford - How Lonsdale protects clients against scammers?

Tuesday 23 October 2018

Neil Homer, independent financial adviser in Stafford explains how Lonsdale Services will do everything possible to protect clients from scammers.

LGT Vestra Q3 Market Review Summary

Tuesday 16 October 2018

LGT Vestra reviews the equity and bond markets for Quarter 3 2018

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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


07-03-2019

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


11-02-2019

Howard Goodship, chartered financial planner, Ringwood- pre-retirement options

Planning ahead and ensuring you have the right strategy helps you make the most informed and effective decisions to meet your retirement aspirations.


18-01-2019

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.


12-12-2018

Lonsdale Services launch ten point plan to support clients living with dementia

Financial advisers have a duty of care to protect the interests of clients living with dementia

Trending News


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


11-03-2019

Simon Hawker, IFA, St Albans - Lonsdale Services raise £6,400 for charity

Lonsdale colleagues fundraised for Alzheimer's Society and the Essex and Herts Air Ambulance Trust in 2018


03-04-2019

Our Ringwood office in Hampshire offers financial planning morning

The event will be hosted at the Lonsdale Wealth Management Ringwood office, 5 Fridays Court, High Street, Ringwood, BH24 1AB.


22-03-2019

Howard Goodship, CFP, Ringwood - What are your choices at retirement?

Howard Goodship our Ringwood chartered financial planner considers how to make sure you have enough retirement income


08-03-2019

Mark Slobom, IFA, Harpenden - LGT Vestra launches Sustainable Model Portfolio

Sustainable investing is a choice that can aims to benefit the environment and society. Read Mark Slobom's article to find out what funds we offer