How Lonsdale Wealth Management’s financial advisers respond to working online
Thursday 28 May 2020
Our teams have adapted quickly to new working conditions and are using video conferencing and helping our clients adapt to this online technology.
Latest News
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.
JP Morgan Market Bulletin on Covid 19 - 26/5/20
Tuesday 26 May 2020
Read the new JP Morgan Covid 19 Market Bulletin
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
Howard Goodship, IFA, Ringwood - How to achieve Tax Efficient Investment Income
Wednesday 13 May 2020
Read Howard Goodship's article if you want to know how to generate a healthy level of current income from savings and investments
Allan Ross, IFA Ware Hertfordshire - Why set up a Lasting Power of Attorney?
Tuesday 12 May 2020
SOLLA accredited Allan Ross reviews why Lonsdale independent financial advisers recommend our clients set up wills and Lasting Power of Attorney
Howard Goodship, IFA, Ringwood - Actions to take in volatile bear markets
Friday 1 May 2020
Howard Goodship, reviews what actions to take in bear markets. This includes how you draw income and maintaining perspective
Steve Cook, IFA, St Albans - Tips to spot Covid-19 related financial scams
Friday 1 May 2020
it is important to be aware that during the Coronavirus outbreak there continues to be financial scams and we offer tips on how to recognise these.
Lonsdale Wealth Management – Open for new and existing business via video link
Wednesday 22 April 2020
All our financial planning teams are working from home but we can still accept new clients as we conduct new business meetings via video conferencing
New Coronavirus Business Interruption Loan Scheme (CBILS)
Tuesday 21 April 2020
The Chancellor has provided assistance for businesses through the New Coronavirus Business Interruption Loan Scheme (CBILS).
When markets are volatile using an independent financial adviser can add value
Friday 17 April 2020
Have a robust financial plan for volatile equity markets. Our financial advisers offer a free initial no charge, no obligation financial consultation
Ray
McHugh
Ray McHugh works in our North London financial planning team. Ray’s background is in Corporate Pensions, Retirement Planning and investment planning for individuals.
Aaron
Abraham
Aaron works in Harpenden but offers investment advice and pension advice in central and south London. Aaron has offshore experience so provides financial planning advice to returning expats.
Deb
Nolan
Deb works in our Leeds / Bradford office. In 2017 she won the Retirement Planner Outstanding Customer Care Award for Lonsdale Services with her client case study.
Steve
Cook
Steve works in our St Albans financial planning team. He mainly advises corporate clients on Group Personal Pension Schemes, Group Life, Income Protection and Private Medical Schemes.
Simon
Prestcote
Simon Prestcote is a Chartered Wealth Manager working in our North London financial planning team. He specialises in helping private clients with their retirement, investment and estate planning.
Simon
Armstrong
Simon works in our St Albans financial planning team. He specialises in offering pre and post retirement planning, investment advice, estate planning and cash-flow planning for individuals.
Allan
Ross
Allan works in our Ware financial planning team. Allan’s areas of expertise is advising clients on how to properly mitigate inheritance tax, and how to fund long term care.
Simon
Hawker
Simon is the Managing Director of Lonsdale Services and a hugely experienced Financial adviser. Simon works in our St Albans financial planning team, specialising in company and group pensions and holistic financial planning.
Stewart
Sims-Handcock
Stewart has worked for almost two decades in financial services helping high net worth individuals with financial planning for pensions, inheritance tax, trusts and investment bonds.
Neil
Homer
Neil works in our Stafford financial planning team and has over fifteen years financial planning experience. He specialises in providing investment planning and financial advice for individuals.
Richard
Porter
Richard is an experienced financial adviser who works in our St Albans financial planning team. He specialises in working with high net worth business owners managing their pension, investment and tax planning.
Mark
Slobom
Mark specialises in helping clients meet their pre-retirement investment needs and provide their income in retirement. He is a member of our Harpenden financial planning team.
Mark
Bowen
Mark works in our St Albans financial planning team. With over 25 years’ experience he manages investments, personal finances for individuals, small businesses and organisations.
Howard
Goodship
Howard has over 25 years financial services experience. He heads the Ringwood financial planning team helping clients understand how their investments and finances can support their lifestyle.
Book a Free Consultation
Complete the form below and we’ll be in touch.
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
28-05-2020
How Lonsdale Wealth Management’s financial advisers respond to working online
Our teams have adapted quickly to new working conditions and are using video conferencing and helping our clients adapt to this online technology.
12-05-2020
Allan Ross, IFA Ware Hertfordshire - Why set up a Lasting Power of Attorney?
SOLLA accredited Allan Ross reviews why Lonsdale independent financial advisers recommend our clients set up wills and Lasting Power of Attorney
13-05-2020
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
22-05-2020
Practical financial planning and technical updates in relation to coronavirus
Review how cash planning, inheritance tax planning, capital gains tax planning and gifting are affected by the coronavirus pandemic
01-05-2020
Steve Cook, IFA, St Albans - Tips to spot Covid-19 related financial scams
it is important to be aware that during the Coronavirus outbreak there continues to be financial scams and we offer tips on how to recognise these.