Call our Independent Financial Advisers 01727 845500

Latest News

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


Lonsdale issue a new inheritance tax brochure to assist with estate planning

Friday 29 November 2019

This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.

Survey shows investors benefit from using the services of a financial adviser

Tuesday 19 November 2019

If you want to achieve your lifetime financial goals working with a financial adviser can help.

How to combat inflation - the enemy of retirees

Monday 11 November 2019

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

Ray McHugh, IFA - Companies should consider business protection planning

Thursday 31 October 2019

For effective business protection planning we recommend to have the business owners insured personally.

LGT Vestra Q3 Market Review Summary

Tuesday 29 October 2019

LGT Vestra reviews the equity markets for Quarter 3 2019

What are your pension options when you retire?

Friday 25 October 2019

Lonsdale Wealth Management's team of qualified independent financial advisers offer pension advice to anyone looking for income in retirement.

Lonsdale Runners complete 10-mile challenge for Alzheimer’s Society

Tuesday 22 October 2019

Lonsdale colleagues Deb Nolan, Tracy Gannon and Allan Ross completed the 10-mile Asda Foundation York challenge on the 20th October.

Understanding Investments: What you pay in Investment and advice charges?

Tuesday 1 October 2019

Ensure the fees you pay are reasonable for investment management and any financial advice you pay for adds value in achieving your objectives

Ray McHugh, IFA Barnet recommends clients set up a financial plan

Tuesday 1 October 2019

Lonsdale Wealth Management has produced a financial passport detailing where all your financial and personal information is kept.

How much money do I need to retire on?

Monday 30 September 2019

The key to having enough money in retirement is to carefully consider your financial goals and assess your income, expenditure and savings.

Book a Free Consultation

Complete the form below and we’ll be in touch.

submit

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

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


29-11-2019

Lonsdale issue a new inheritance tax brochure to assist with estate planning

This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.


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


19-11-2019

Survey shows investors benefit from using the services of a financial adviser

If you want to achieve your lifetime financial goals working with a financial adviser can help.


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.


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