Lonsdale issue a new inheritance tax brochure to assist with estate planning
Friday 29 November 2019
This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.
Latest News
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.
Survey shows investors benefit from using the services of a financial adviser
Tuesday 19 November 2019
If you want to achieve your lifetime financial goals working with a financial adviser can help.
How to combat inflation - the enemy of retirees
Monday 11 November 2019
Anyone on a fixed income will know the painful effect inflation can have on their expenditure. Read more to understand how it affects your savings
Ray McHugh, IFA - Companies should consider business protection planning
Thursday 31 October 2019
For effective business protection planning we recommend to have the business owners insured personally.
LGT Vestra Q3 Market Review Summary
Tuesday 29 October 2019
LGT Vestra reviews the equity markets for Quarter 3 2019
What are your pension options when you retire?
Friday 25 October 2019
Lonsdale Wealth Management's team of qualified independent financial advisers offer pension advice to anyone looking for income in retirement.
Lonsdale Runners complete 10-mile challenge for Alzheimer’s Society
Tuesday 22 October 2019
Lonsdale colleagues Deb Nolan, Tracy Gannon and Allan Ross completed the 10-mile Asda Foundation York challenge on the 20th October.
Understanding Investments: What you pay in Investment and advice charges?
Tuesday 1 October 2019
Ensure the fees you pay are reasonable for investment management and any financial advice you pay for adds value in achieving your objectives
Ray McHugh, IFA Barnet recommends clients set up a financial plan
Tuesday 1 October 2019
Lonsdale Wealth Management has produced a financial passport detailing where all your financial and personal information is kept.
How much money do I need to retire on?
Monday 30 September 2019
The key to having enough money in retirement is to carefully consider your financial goals and assess your income, expenditure and savings.
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.
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.
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.
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
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.
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
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.
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
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.
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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
29-11-2019
Lonsdale issue a new inheritance tax brochure to assist with estate planning
This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.
11-11-2019
How to combat inflation - the enemy of retirees
Anyone on a fixed income will know the painful effect inflation can have on their expenditure. Read more to understand how it affects your savings
19-11-2019
Survey shows investors benefit from using the services of a financial adviser
If you want to achieve your lifetime financial goals working with a financial adviser can help.
31-10-2019
Ray McHugh, IFA - Companies should consider business protection planning
For effective business protection planning we recommend to have the business owners insured personally.
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