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Latest News

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


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.

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

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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.