LGT Vestra Quarter 2 2020 - Market Review Summary
Thursday 30 July 2020
LGT Vestra reviews the equity markets for Quarter 2 2020
Latest News
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.
Sustainable investing and the benefits to you and the environment
Wednesday 22 July 2020
Richard Porter, independent financial adviser in St Albans reviews how you can make your pension fund or investments more sustainable.
Read the latest JP Morgan Market Bulletin
Tuesday 21 July 2020
Read the latest JP Morgan Market Bulletin with information on Covid 19
Lonsdale Wealth Management 'Sponsor of the Day' for St Albans City Youth team
Wednesday 15 July 2020
On July 15th Lonsdale Wealth Management’s St Albans office is St Albans Youth City Football Club’s ‘Sponsor of the Day’.
Simon Prestcote, IFA Barnet - How to avoid paying inheritance tax on your ISAs
Wednesday 15 July 2020
ISAs have many tax advantages but they are NOT free from inheritance tax unless you leave them to your spouse or civil partner. Read more here.
Howard Goodship,IFA, Ringwood-The Value of Ongoing Investment Management
Wednesday 8 July 2020
Howard Goodship, Chartered Financial Planner, Ringwood explains why it is important to regularly review your finances.
Don’t put off making financial decisions – call our Lonsdale advisers now
Friday 3 July 2020
Don’t let the pandemic stop you from taking financial advice. Call our qualified Lonsdale Wealth Management financial advisers on 01727 845500
Simon Prestcote -How clients benefit from our online financial planning service
Friday 26 June 2020
Our Lonsdale independent financial advisers responded quickly to the pandemic to provide a secure online financial planning service for our clients.
Allan Ross, independent financial adviser in Ware achieves SOLLA accreditation
Tuesday 2 June 2020
In March 2020 Allan Ross achieved the Later Life Adviser Accreditation and became a member of the Society of Later Life Planners (SOLLA).
Further Technical updates in relation to Coronavirus - 1/6/20
Monday 1 June 2020
Review how the Coronavirus Job Retention Scheme, financial planning, trustee investment and tax planning are affected by the pandemic
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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
22-07-2020
Sustainable investing and the benefits to you and the environment
Richard Porter, independent financial adviser in St Albans reviews how you can make your pension fund or investments more sustainable.
15-07-2020
Simon Prestcote, IFA Barnet - How to avoid paying inheritance tax on your ISAs
ISAs have many tax advantages but they are NOT free from inheritance tax unless you leave them to your spouse or civil partner. Read more here.
03-07-2020
Don’t put off making financial decisions – call our Lonsdale advisers now
Don’t let the pandemic stop you from taking financial advice. Call our qualified Lonsdale Wealth Management financial advisers on 01727 845500
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
08-07-2020
Howard Goodship,IFA, Ringwood-The Value of Ongoing Investment Management
Howard Goodship, Chartered Financial Planner, Ringwood explains why it is important to regularly review your finances.