Call our Independent Financial Advisers 01727 845500

Investment Planning

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


Simon Prestcote, IFA, Barnet - What is the Make My Money Matter campaign?

Wednesday 11 November 2020

The campaign encourages individuals to invest their pension in sustainable companies that ‘do good’ for society.  

Richard Porter - Does your IFA offer investments that ‘do good’ for society?

Tuesday 20 October 2020

Information from our own Lonsdale Wealth Management clients and research by Royal London suggest there is a growing demand for sustainable investments

LGT Vestra - Market Review Summary Quarter 3 2020

Friday 16 October 2020

LGT Vestra reviews the equity markets for Quarter 3 2020

How our financial advisers works effectively with local solicitors & accountants

Wednesday 9 September 2020

Lonsdale Wealth Management’s independent financial advisers (IFAs) work with local solicitors and accountants to benefit our clients.

Read the latest J P Morgan Market Bulletin

Thursday 3 September 2020

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

Amy Kadir, Lonsdale Mortgage broker - Could re-mortgaging save you money?

Friday 21 August 2020

Lonsdale Mortgage brokers will review your mortgage options.  Call our St Albans mortgage broking team on 01727 845500

Howard Goodship, CFP Ringwood, - Passive vs Active Investing

Thursday 13 August 2020

Howard Goodship, Chartered Financial Planner, Ringwood explains the tow different methods of investment management - active and passive investing

LGT Vestra Quarter 2 2020 - Market Review Summary

Thursday 30 July 2020

LGT Vestra reviews the equity markets for Quarter 2 2020

Sustainable investing and the benefits to you and the environment

Wednesday 22 July 2020

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

Wednesday 15 July 2020

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.

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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


04-11-2020

The State Pension – Change Coming?

It is really important that people know when they can access their State Pension and how much pension they are likely to receive. Read more here


12-11-2020

Use Talk Money Week to involve your children in financial planning

Talk Money Week encourages everyone to discuss money openly to improve financial wellbeing.  The goal is to make discussing finances commonplace.


11-11-2020

Simon Prestcote, IFA, Barnet - What is the Make My Money Matter campaign?

The campaign encourages individuals to invest their pension in sustainable companies that ‘do good’ for society.  


20-10-2020

Richard Porter - Does your IFA offer investments that ‘do good’ for society?

Information from our own Lonsdale Wealth Management clients and research by Royal London suggest there is a growing demand for sustainable investments


13-10-2020

Neil Homer our IFA in Stafford qualifies as a Chartered Financial Planner

In October 2020 Neil Homer our independent financial adviser in our Stafford financial planning team, qualified as a Chartered Financial Planner