Investment Planning

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


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

Financial Adviser Howard Goodship opens Lonsdale Services office in Ringwood

Monday 24 September 2018

Howard Goodship is a Chartered Financial Planner (CFP) and Fellow of the Personal Finance Society (FPFS).

Lonsdale Services win Best Individual Pension Advice firm in 2018 RPA Awards

Wednesday 20 June 2018

Lonsdale Services wins the Best Individual Pension Advice firm award for the South East and Anglia region, at the Retirement Planner Awards

Mark Slobom, IFA Harpenden - LGT Vestra win 'Best Balanced Strategy' award

Tuesday 1 May 2018

LGT Vestra has been awarded 'Best Balanced Strategy' at Citywire Awards. Lonsdale Services has worked with LGT Vestra since 2015.

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27-04-2017

Steve Cook, IFA St Albans - Protect your pension from scammers

The Pensions Regulator has issued five simple steps to follow if you want to invest your retirement savings to protect your pension from scammers.

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11-02-2019

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

On 1/3/19 our Lonsdale Barnet financial planning team host Michael Bell, Global Market Strategist, J.P. Morgan Asset Management at our client seminar


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.


01-02-2019

Aaron Abraham, IFA, Harpenden - Should millennials open a Lifetime ISA?

The Lifetime Individual Savings Account (LISA) was introduced to help anyone aged 18-39 save towards their first home or save towards their retirement


23-01-2019

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

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


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.