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Latest News

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


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.  

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

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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


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.