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
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 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
Richard Porter, IFA St Albans - Pension allowances explained for high earners
Tuesday 31 October 2017
Understand new pension rules so you can invest your full pension annual allowance and reclaim the maximum pension tax relief.
Allan Ross, IFA Ware – Lonsdale sponsor Alzheimer’s Hertford carol concert
Tuesday 31 October 2017
Book here to attend the Alzheimer’s Society annual carol concert on the 9th December at All Saints Church, Hertford.
Simon Hawker IFA St Albans – Lonsdale Administrators’ Training Day
Friday 20 October 2017
On Thursday 12th October Lonsdale Wealth Management organised their first half day Administrators’ Training Day with lunch for fifteen colleagues.
Richard Porter, IFA St Albans - FCA interim findings of retirement income market
Friday 20 October 2017
The FCA recently published interim findings of a study into the retirement income market. Read the review here
Simon Hawker, IFA St Albans – Excellent Lonsdale client survey results
Friday 13 October 2017
We recently updated the ‘Our Clients’ section of the Lonsdale Services website with our client satisfaction survey returns to 30th September 2017.
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.
