Chancellor announces new economic support measures
Friday 25 September 2020
Read more about the additional government support measures for businesses, workers and the self-employed introduced by chancellor Sunak.
Latest News
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.
Allan Ross, IFA Ware - Digital lasting power of attorney tool introduced
Wednesday 16 September 2020
In this article SOLLA accredited Allan Ross reviews the new digital LPA tool introduced by the Office of Public Guardian.
How our financial advisers works effectively with local solicitors & accountants
Wednesday 9 September 2020
Lonsdale Wealth Management’s independent financial advisers (IFAs) work with local solicitors and accountants to benefit our clients.
How to spot a Covid 19 financial scam?
Thursday 3 September 2020
Review the ten most common Covid-19 scams to watch out for
Read the latest J P Morgan Market Bulletin
Thursday 3 September 2020
Read the latest JP Morgan Market Bulletin with information on Covid 19
Amy Kadir, Lonsdale Mortgage broker - Could re-mortgaging save you money?
Friday 21 August 2020
Lonsdale Mortgage brokers will review your mortgage options. Call our St Albans mortgage broking team on 01727 845500
Howard Goodship, CFP Ringwood, - Passive vs Active Investing
Thursday 13 August 2020
Howard Goodship, Chartered Financial Planner, Ringwood explains the tow different methods of investment management - active and passive investing
LGT Vestra Quarter 2 2020 - Market Review Summary
Thursday 30 July 2020
LGT Vestra reviews the equity markets for Quarter 2 2020
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
16-09-2020
Allan Ross, IFA Ware - Digital lasting power of attorney tool introduced
In this article SOLLA accredited Allan Ross reviews the new digital LPA tool introduced by the Office of Public Guardian.
03-09-2020
How to spot a Covid 19 financial scam?
Review the ten most common Covid-19 scams to watch out for
09-09-2020
How our financial advisers works effectively with local solicitors & accountants
Lonsdale Wealth Management’s independent financial advisers (IFAs) work with local solicitors and accountants to benefit our clients.
21-08-2020
Amy Kadir, Lonsdale Mortgage broker - Could re-mortgaging save you money?
Lonsdale Mortgage brokers will review your mortgage options. Call our St Albans mortgage broking team on 01727 845500
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.