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.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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
How important are the UN Sustainable Goals for investing?
Wednesday 2 December 2020
Read about being socially responsible investors, and how fund managers can direct capital to the most responsible companies to support the UN SDG's
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.
