Latest News

Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.

Neil Homer, Stafford IFA passes Advanced Financial Planning exam

Friday 20 July 2018

Neil Homer, Lonsdale Wealth Management independent financial adviser in Stafford, passed the Advanced Diploma Pension Planning exam (AF3) in April

LGT Vestra – Quarter 2 market review

Wednesday 11 July 2018

LGT Vestra reviews the equity and bond markets for Quarter 2 2018

Lonsdale Trekkers complete Trek26 and raise £3600 for Alzheimer’s Society

Wednesday 11 July 2018

The Lonsdale Services team completed the Alzheimer’s Trek26 Yorkshire Three Peaks challenge walk on 30th June.

Lonsdale Services win Best Individual Pension Advice firm in 2018 RPA Awards

Wednesday 20 June 2018

Lonsdale Services wins the Best Individual Pension Advice firm award for the South East and Anglia region, at the Retirement Planner Awards

Allan Ross IFA Ware ‘highly commended’ in RPA Estate Planning Awards

Wednesday 20 June 2018

Allan Ross, IFA in Ware was runner up and ‘highly commended’ in the 2018 Retirement Planner Awards Best Estate Planner Adviser category

Lonsdale Trekkers raise £1200 of £1,500 target for Alzheimer’s Society

Friday 8 June 2018

The Lonsdale trekkers have currently raised £1000 of their £1,500 fundraising target for Trek26. Read our article below to see how you can donate.

Neil Homer financial adviser Stafford – Financial planning in retirement

Friday 8 June 2018

Neil Homer, pension advisor, IFA, Stafford recommends what to consider when you retire to make the best pension choices.

Allan Ross, Lonsdale IFA, Ware shortlisted for Finance Monthly Global Award

Wednesday 30 May 2018

Allan Ross, IFA in Ware has been shortlisted for the Finance Monthly Global Award 2018 for the Adviser of the Year UK in Share Dealing Services.

Neil Homer IFA Stafford – Lonsdale use Voyant software for cash flow planning

Friday 25 May 2018

Neil Homer, financial adviser Stafford explains why Lonsdale Wealth Management recently changed to using Voyant software.

Retirement Planner Awards finalist - Best Individual Pension Advice firm

Friday 18 May 2018

Lonsdale Services is a finalist in the 2018 RPA Best Individual Pension Advice firm category (south east/anglia) and two other categories.

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Ray McHugh, IFA - Tax tips to make the most of your allowances by April 5th

There are several important and valuable tax planning opportunities that will be lost after April 5th 2019. Read more


Simon Hawker, IFA - Lonsdale Services voted in Top 50 Financial Advisers in UK

In 2018 the Financial Times voted Lonsdale Services one of the top 50 financial advisers in the UK


Howard Goodship, chartered financial planner, Ringwood- pre-retirement options

Planning ahead and ensuring you have the right strategy helps you make the most informed and effective decisions to meet your retirement aspirations.


Richard Porter, financial adviser St Albans - How to pay for care home fees?

Lonsdale Advisers can offer financial advice on paying care home fees. For example - care home fee planning for yourself or an elderly parent.


Lonsdale Services launch ten point plan to support clients living with dementia

Financial advisers have a duty of care to protect the interests of clients living with dementia

Trending News


Retirement Planner Awards Finalist 2019 - Outstanding Customer Care

Lonsdale won the 2017 Retirement Planner Outstanding Customer Care award and has now been nominated as a finalist in this category for the 2019 award


Lonsdale Services recruiting an apprentice financial adviser for St Albans

We are looking to hire another apprentice financial adviser with A-Levels or equivalent to be based in our St Albans office from September 2019


Lonsdale’s Ringwood office recruiting a part-time administrator

We are looking for a part-time administrator to join our Ringwood financial planning team.


Howard Goodship, CFP, Ringwood –How much money do you need in retirement?

This article helps you understand how much money you will need to enjoy a sustainable retirement.


Ray McHugh, IFA - Tax tips to make the most of your allowances by April 5th

There are several important and valuable tax planning opportunities that will be lost after April 5th 2019. Read more