Lonsdale Team take part in Cotswold Way Challenge and fundraise for Alzheimer's
Wednesday 19 May 2021
In June a team of Lonsdale Services colleagues, will complete the Cotswold Way Challenge and fundraise for the Alzheimer's Society.
Latest News
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware, Ringwood and Chippenham.
How our Lonsdale financial advisers measure a fund’s sustainability rating
Friday 7 May 2021
As we are independent, we offer a choice of different sustainable funds, and through Morningstar we can check each fund’s sustainability rating,
Howard Goodship, Chartered Financial Planner - Inheritance Tax Solutions
Tuesday 20 April 2021
If you require inheritance tax planning advice read this article as it provides an overview of potential solutions to reduce the value of your estate.
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.
Mark
White
Mark White works in our Chippenham financial planning team. He specialises in offering pre-and-post retirement planning, investment and estate planning advice.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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
19-05-2021
Lonsdale Team take part in Cotswold Way Challenge and fundraise for Alzheimer's
In June a team of Lonsdale Services colleagues, will complete the Cotswold Way Challenge and fundraise for the Alzheimer's Society.
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.
07-05-2021
How our Lonsdale financial advisers measure a fund’s sustainability rating
As we are independent, we offer a choice of different sustainable funds, and through Morningstar we can check each fund’s sustainability rating,
20-04-2021
Howard Goodship, Chartered Financial Planner - Inheritance Tax Solutions
If you require inheritance tax planning advice read this article as it provides an overview of potential solutions to reduce the value of your estate.
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.