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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?

Neil Homer, IFA Stafford, featured in Sunday Times VouchedFor list

Tuesday 16 April 2019

VouchedFor chose Lonsdale Wealth Management independent financial adviser Neil Homer to appear in their 2019 Guide of the UK’s top rated advisers.

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.

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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