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.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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
Use Talk Money Week to involve your children in financial planning
Thursday 12 November 2020
Talk Money Week encourages everyone to discuss money openly to improve financial wellbeing. The goal is to make discussing finances commonplace.
Simon Prestcote, IFA, Barnet - What is the Make My Money Matter campaign?
Wednesday 11 November 2020
The campaign encourages individuals to invest their pension in sustainable companies that ‘do good’ for society.
The State Pension – Change Coming?
Wednesday 4 November 2020
It is really important that people know when they can access their State Pension and how much pension they are likely to receive. Read more here
Howard Goodship, IFA Ringwood – Understanding Personal Pensions
Thursday 29 October 2020
Understand your pension choices and don't neglect your pension savings due to the perceived complexity surrounding the rules and investment choices.
Richard Porter - Does your IFA offer investments that ‘do good’ for society?
Tuesday 20 October 2020
Information from our own Lonsdale Wealth Management clients and research by Royal London suggest there is a growing demand for sustainable investments
LGT Vestra - Market Review Summary Quarter 3 2020
Friday 16 October 2020
LGT Vestra reviews the equity markets for Quarter 3 2020
Neil Homer our IFA in Stafford qualifies as a Chartered Financial Planner
Tuesday 13 October 2020
In October 2020 Neil Homer our independent financial adviser in our Stafford financial planning team, qualified as a Chartered Financial Planner
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.
