What Happens to Pensions During a Divorce in the UK?
Monday 20 April 2026
Our independent financial advisers understand how sensitive conversations surrounding divorce and pensions can be. Read our guide to find out more...
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Inheritance Tax Planning and IHT Planning Advice with Lonsdale
Tuesday 24 March 2026
With tax thresholds frozen and further legislation ahead, more families are finding that their estates may be exposed to Inheritance Tax (IHT).
How to Prevent Account Takeover Fraud
Thursday 19 March 2026
Account Takeover Fraud is a growing risk, in which criminals gain control of someone’s bank account, or any other financial or investment account.
Understanding Trusts: Trusts Use In Inheritance Tax & Asset Protection Planning
Wednesday 18 March 2026
Trusts can help provide for children, support vulnerable family members and, in some circumstances, form part of inheritance tax (IHT) planning.
Are you worried about Large Private and/or Company Pensions?
Friday 27 February 2026
For customers with larger private or company pensions, the Autumn Budget reinforces how important it is to review pension related decisions.
What the FCA’s New Targeted Support Rules Mean for You
Thursday 29 January 2026
The FCA has set out significant reforms to how people can receive help with their investments and pensions decisions. Find out more...
How the New ISA Rules Could Affect Your Savings
Friday 23 January 2026
Should You Speak to a Financial Adviser About the ISA Changes? The Autumn Budget 2025 confirmed important changes to ISAs...
Why Paying for Good Financial Advice is an Investment in Itself
Tuesday 20 January 2026
Commonly asked when exploring good financial advice or good wealth management advice is: “Is professional financial advice really worth paying for?
Lonsdale Christmas Message & Charity Update
Monday 22 December 2025
As the festive season draws near, we extend our warmest wishes to all our valued customers for a peaceful Christmas time and a positive New Year.
Stay Safe from Scams: Your Essential Guide to Spotting Digital Fraud
Friday 19 December 2025
Financial scams are becoming more advanced, targeting everyday people in increasingly convincing ways. This UPDATED guide explains common scams.
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.
