Why Grandparents Are Skipping A Generation
Tuesday 15 July 2025
Several personal, emotional, and financial factors are prompting grandparents to leave inheritances directly to grandchildren.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Stay Safe from Scams: Your Essential Guide to Spotting Digital Fraud
Thursday 10 July 2025
Financial scams are becoming more advanced, targeting everyday people in increasingly convincing ways. This guide explains the most common types.
Understanding Investments – Common Investor Mistakes
Wednesday 11 June 2025
Independent Financial Adviser Howard Goodship reflects on 5 common investor mistakes
How Offshore Bonds Can Form Part of Your Investment Portfolio
Monday 2 June 2025
Offshore bonds can be a valuable part of a long-term financial strategy, especially for high earners seeking tax efficient investments.
Why Financial Advice Matters During Divorce
Friday 30 May 2025
Divorce is one of the most emotionally and financially challenging experiences anyone can face. Read our guidance from Lonsdale Financial Planners.
Understanding Lifetime ISAs – LISAs
Tuesday 27 May 2025
If you’re saving for your first home or looking ahead to retirement, a Lifetime ISA (LISA) can be a powerful and tax-efficient tool.
Understanding the Essentials of a Diversified Investment Portfolio
Wednesday 30 April 2025
In today’s dynamic financial environment, diversification remains an important strategy for investors aiming to manage risk and pursue returns.
Planning for the 2025/2026 Tax Year: A Guide to ISAs in the UK
Tuesday 15 April 2025
With the commencement of the new tax year, it's an opportune moment to review your financial strategy, which could include ISAs.
Pension Planning – What You Need to Know
Tuesday 25 March 2025
With a range of options and evolving regulations, navigating the complexities of pension planning can be daunting. Do you need advice?
Now is the Time to Plan for the Financial Year End
Monday 17 March 2025
With the financial year ending on 5 April 2025, assess your finances and optimise tax, savings, and investments.
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
