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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.


Lonsdale Services win Professional Adviser Award

Tuesday 6 April 2021

On March 11th Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 national Professional Adviser Awards. 

Having the confidence to act and mitigate inheritance tax

Friday 26 March 2021

The first step to Inheritance Tax (IHT) mitigation is to know how much money you need for your own lifetime. Then have the confidence to take action.

Highlights from the Spring Budget - March 3rd 2021

Monday 8 March 2021

On Wednesday 3 March 2021, the Chancellor Rishi Sunak presented his spring budget, the government’s plan for economic recovery.  

Howard Goodship, CFP in Ringwood – What are your ISA options?

Monday 22 February 2021

As we approach the new tax year, Howard Goodship, Chartered Financial Planner in Ringwood explains the different types of Independent Savings Accounts

Howard Goodship, IFA Ringwood- What are your pension options at retirement?

Thursday 4 February 2021

If you are coming up to retirement take pension advice . Our financial advisers use cashflow planning to achieve your goals.

Purchase income protection to protect your earnings

Friday 15 January 2021

If you are working or self-employed and don’t have income protection, consider purchasing it so you are still able to pay your mortgage and bills.

Simon Prestcote, IFA, Barnet - Investment Market Summary for 2020

Thursday 14 January 2021

Simon Prestcote our Chartered Wealth Manager in Barnet reflects on 2020 and reviews the investment outlook for 2021.

Lonsdale Services -Offering a ‘business as usual’ financial planning service

Thursday 14 January 2021

If you need financial advice in lockdown please contact your local Lonsdale Wealth Management financial adviser.

Learn more about Sustainable Investing - Read our brochure

Monday 4 January 2021

Our Sustainable Investing brochure has been written in response to client demand. Read our brochure and learn more about sustainable investing.

Allan Ross, IFA Ware - How we help clients with practical financial planning

Thursday 17 December 2020

Financial planning isn’t just about retirement planning or investing tax efficiently, sometimes we offer advice on smaller practical financial issue

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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


06-04-2021

Lonsdale Services win Professional Adviser Award

On March 11th Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 national Professional Adviser Awards. 


26-03-2021

Having the confidence to act and mitigate inheritance tax

The first step to Inheritance Tax (IHT) mitigation is to know how much money you need for your own lifetime. Then have the confidence to take action.


15-01-2021

Purchase income protection to protect your earnings

If you are working or self-employed and don’t have income protection, consider purchasing it so you are still able to pay your mortgage and bills.


22-02-2021

Howard Goodship, CFP in Ringwood – What are your ISA options?

As we approach the new tax year, Howard Goodship, Chartered Financial Planner in Ringwood explains the different types of Independent Savings Accounts


14-01-2021

Simon Prestcote, IFA, Barnet - Investment Market Summary for 2020

Simon Prestcote our Chartered Wealth Manager in Barnet reflects on 2020 and reviews the investment outlook for 2021.