Mark Slobom, IFA, Harpenden – Is it a good time to invest in equity markets?
Wednesday 1 April 2020
Remember, if you still haven’t used your ISA or pension allowances for the 2019/20 tax year you will lose these benefits after 5th April 2020.
Latest News
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.
LGT Vestra/Lonsdale Wealth Management Investment Conference Client Call
Monday 30 March 2020
If you invest in a Lonsdale Wealth Management model portfolio managed by LGT Vestra please contact your financial adviser and join our conference call
Key information in respect of the coronavirus outbreak
Monday 30 March 2020
Useful information from LGT Vestra on moving house, private school fees, private nurseries, university costs, rail season tickets, flights & holidays.
How are you affected by recent government announcements?
Monday 30 March 2020
Chancellor Sunak recently announced measures to support individuals, employees the self-employed and businesses through the Covid-19 outbreak.
LGT Vestra Q&A on the impact of coronavirus on global equity markets
Wednesday 25 March 2020
Sanjay Rijhsinghani, Partner & Head of Model Portfolio Services at LGT Vestra offers questions & answers on the coronavirus impact on equity markets
Lonsdale Wealth Management – Business Continuity Planning
Monday 23 March 2020
Each of our offices and Lonsdale Wealth Management has a business continuity plan but these plans have been revisited during this uncertain time.
LGT Vestra Market Update - 18/3/20
Wednesday 18 March 2020
In light of unprecedented events and the impact on global markets, LGT Vestra have provided updated market commentary
LGT Market Update
Wednesday 11 March 2020
LGT Vestra reviews the equity markets after the UK base rate cut and the budget
Lonsdale consultants in Vouchedfor’s 2020 top rated Financial Adviser guide
Monday 9 March 2020
Lonsdale Wealth Management independent financial advisers are listed in the Vouchedfor's 2020 top rated Financial Adviser guide
LGT Vestra - Market Volatility Update
Tuesday 3 March 2020
At moments like this it pays to review all your investments. Are they aligned to your risk profile and do they match your objectives?
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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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
01-04-2020
Mark Slobom, IFA, Harpenden – Is it a good time to invest in equity markets?
Remember, if you still haven’t used your ISA or pension allowances for the 2019/20 tax year you will lose these benefits after 5th April 2020.
30-03-2020
How are you affected by recent government announcements?
Chancellor Sunak recently announced measures to support individuals, employees the self-employed and businesses through the Covid-19 outbreak.
25-03-2020
LGT Vestra Q&A on the impact of coronavirus on global equity markets
Sanjay Rijhsinghani, Partner & Head of Model Portfolio Services at LGT Vestra offers questions & answers on the coronavirus impact on equity markets
28-02-2020
Our Investment Policy Committee reviews what to do in times of market volatility
‘Several clients have asked “what should we do in a time of extreme market volatility such as we are currently experiencing?”
09-03-2020
Lonsdale consultants in Vouchedfor’s 2020 top rated Financial Adviser guide
Lonsdale Wealth Management independent financial advisers are listed in the Vouchedfor's 2020 top rated Financial Adviser guide