LGT Vestra awarded accolades at Citywire Investment Performance Awards 2018
Tuesday 30 October 2018
Since 2015, the Lonsdale Wealth Management’s range of Governed Portfolios has been managed by LGT Vestra in partnership with Lonsdale Services.
Latest News
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.
Mark Slobom – IFA Harpenden reviews October’s equity market volatility
Friday 26 October 2018
Mark Slobom our independent financial adviser in Harpenden reviews the recent volatility in equity markets
Neil Homer, IFA Stafford - How Lonsdale protects clients against scammers?
Tuesday 23 October 2018
Neil Homer, independent financial adviser in Stafford explains how Lonsdale Services will do everything possible to protect clients from scammers.
LGT Vestra Q3 Market Review Summary
Tuesday 16 October 2018
LGT Vestra reviews the equity and bond markets for Quarter 3 2018
Allan Ross, Ware IFA– Why set up a will and lasting power of attorney?
Monday 15 October 2018
In National Estate Planning awareness week we consider why you should set up a will and review lasting power of attorney.
Aaron Abraham, IFA - Millennials unsure how much pension income they need
Wednesday 10 October 2018
Aaron Abraham our IFA working with clients in Harpenden, London and Wimbledon reviews the findings of The Pensions & Lifetime Savings Association
Aaron Abraham, IFA, Harpenden - Introducing the Beginners Guide to Investment
Thursday 27 September 2018
Having the ‘Beginners Guide to Investment’ will help our clients so they can read about investment products and available options in their own tim
Financial Adviser Howard Goodship opens Lonsdale Services office in Ringwood
Monday 24 September 2018
Howard Goodship is a Chartered Financial Planner (CFP) and Fellow of the Personal Finance Society (FPFS).
Allan Ross, Financial Adviser Ware wins Finance Monthly Global Award 2018
Friday 14 September 2018
Allan Ross, Lonsdale Wealth Management financial adviser wins Finance Monthly Global Award 2018, UK Share dealing Services Adviser of the Year award
Lonsdale Services clients happy to recommend their financial adviser
Wednesday 5 September 2018
We ask clients to complete an annual client survey. We're delighted that all clients who returned their survey would be happy to recommend us.
Allan
Ross
Allan works in our Ware financial planning team. Allan’s areas of expertise is advising clients on how to properly mitigate inheritance tax, and how to fund long term care.
Mark
Slobom
Mark specialises in helping clients meet their pre-retirement investment needs and provide their income in retirement. He is a member of our Harpenden financial planning team.
Simon
Armstrong
Simon works in our St Albans financial planning team. He specialises in offering pre and post retirement planning, investment advice, estate planning and cash-flow planning for individuals.
Richard
Porter
Richard is an experienced financial adviser who works in our St Albans financial planning team. He specialises in working with high net worth business owners managing their pension, investment and tax planning.
Aaron
Abraham
Aaron works in Harpenden but offers investment advice and pension advice in central and south London. Aaron has offshore experience so provides financial planning advice to returning expats.
Steve
Cook
Steve works in our St Albans financial planning team. He mainly advises corporate clients on Group Personal Pension Schemes, Group Life, Income Protection and Private Medical Schemes.
Stewart
Sims-Handcock
Stewart has worked for almost two decades in financial services helping high net worth individuals with financial planning for pensions, inheritance tax, trusts and investment bonds.
Ray
McHugh
Ray McHugh works in our North London financial planning team. Ray’s background is in Corporate Pensions, Retirement Planning and investment planning for individuals.
Deb
Nolan
Deb works in our Leeds / Bradford office. In 2017 she won the Retirement Planner Outstanding Customer Care Award for Lonsdale Services with her client case study.
Howard
Goodship
Howard has over 25 years financial services experience. He heads the Ringwood financial planning team helping clients understand how their investments and finances can support their lifestyle.
Mark
Bowen
Mark works in our St Albans financial planning team. With over 25 years’ experience he manages investments, personal finances for individuals, small businesses and organisations.
Neil
Homer
Neil works in our Stafford financial planning team and has over fifteen years financial planning experience. He specialises in providing investment planning and financial advice for individuals.
Simon
Prestcote
Simon Prestcote is a Chartered Wealth Manager working in our North London financial planning team. He specialises in helping private clients with their retirement, investment and estate planning.
Simon
Hawker
Simon is the Managing Director of Lonsdale Services and a hugely experienced Financial adviser. Simon works in our St Albans financial planning team, specialising in company and group pensions and holistic financial planning.
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