Don’t rely on the new health and social care tax to pay long-term care costs
Thursday 30 September 2021
Allan Ross Lonsdale Wealth Management's independent financial adviser in Ware, reviews the new health and social care tax.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Mark White, financial adviser Chippenham - Why get independent financial advice?
Friday 27 August 2021
Research from Royal London highlighted the main barriers to getting financial advice. We review why you should consider getting financial advice
LGT Vestra - Market Review Summary Q2 2021
Thursday 22 July 2021
LGT Vestra reviews the equity markets for Q2 2021
Golfer Simon Prestcote and friends raise over £17,500 for charity
Thursday 15 July 2021
On 30th June four of us undertook the 100 in 1 day golf challenge, fund raising for Cancer Research, Young Minds and Flori’s Friends Animal Rescue.
Lonsdale Trekkers complete 100km Cotswold Way Challenge
Friday 2 July 2021
Our Lonsdale trekkers raise £5,500 for the Alzheimer's Society by walking the 100km Cotswold Challenge
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.
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.
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.
