Mark White, IFA Chippenham-Half of UK savers would switch to a ‘green pension'
Friday 25 June 2021
Find out how you can invest in a green pension fund and understand what fund managers consider when investing sustainably.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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.
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.
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.
