Latest News

Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.

Deb Nolan, IFA Leeds / Bradford – Will you have enough retirement income?

Thursday 14 December 2017

Deb Nolan, IFA Leeds / Bradford considers how to save for your retirement following the publication of a recent OECD pension report.

Lonsdale’s Mandy Morgan qualifies as a Dementia Friends Champion

Thursday 14 December 2017

Mandy Morgan a member of the St Albans financial planning team recently became a Dementia Friends Champion.

Introducing Jo Ross our Administrator in the Ware financial planning office

Monday 4 December 2017

Jo works in our Ware financial planning team as an Administrator. Jo joined Lonsdale Wealth Management Ware office in March 2015.

Simon Hawker IFA St Albans - Lonsdale Personal Finance account available soon

Tuesday 28 November 2017

During the next few months your financial adviser will invite you to sign up to your FREE Personal Finance Portal (PFP).

Richard Porter Financial Adviser St Albans - Autumn Budget Highlights

Friday 24 November 2017

Richard Porter, Lonsdale Wealth Management financial adviser in St Albans reviews how the Autumn Budget affects financial planning

Introducing Paulette Dallas our new Administrator for the Barnet office

Thursday 23 November 2017

Paulette Dallas recently joined Simon Prestcote's financial planning team. Paulette’s role is to manage the day to day running of his Barnet Office

Lonsdale Directors join international canoe race to fundraise for charity

Wednesday 22 November 2017

Lonsdale Services Directors Steve Cook and Simon Hawker take part in the Devizes to Westminster International Canoe Race.

Simon Hawker IFA St Albans - How is Lonsdale preparing for Mifid II legislation

Wednesday 15 November 2017

Learn how Lonsdale Wealth Management clients will be affected by Mifid II and what we are doing to comply with new legislation.

The role of the administrators in our Ware financial planning team

Wednesday 15 November 2017

Natalie Rispin and Jo Ross the administrators in the Ware financial planning team work with independent financial adviser Allan Ross.

FCA find larger financial advisers offered more acceptable disclosure

Wednesday 15 November 2017

The FCA reviewed 1,142 individual pieces of advice to ensure the suitability of advice delivered by firms to retail customers

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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.

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