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

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.

Neil Homer, IFA Stafford – Modelling different financial planning scenarios

Thursday 27 April 2017

This case study - 'Modelling different financial planning scenarios is part of 'The value of an independent financial adviser' series

Stafford Independent financial adviser recommends financial planning to age 99

Thursday 6 October 2016

Recent statistics from the Office of National Statistics, justify why Lonsdale Services recommend financial planning to age 99.

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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, CFP, Ringwood - Tax Efficient Saving for Grandchildren

Howard Goodship said: ‘Many of my clients are retired, have a comfortable lifestyle and want to provide financial help to children and grandchildren


Howard Goodship, CFP, Ringwood - What is Inheritance Tax Planning?

The starting point for any Inheritance Tax Planning is a discussion about what you are trying to achieve, and what is holding you back from acting.


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.


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

Trending News


Simon Prestcote - Should investors choose active or passive investments?

Our investment approach uses both active and passive fund solutions allowing us to provide our clients with personalised financial advice.


Neil Homer, IFA Stafford - Does your trust need to be registered with HMRC?

As part of the EU Anti-Money Laundering Law (known as 5AMLD) the government is expanding the requirement for trusts to be registered with HMRC.


What are your financial goals for 2020?

Our Lonsdale Wealth Management independent financial advisers recommend reviewing your financial priorities in January 2020 ahead of the new tax year.


LGT Vestra Market Review Commentary - January/February 2020

LGT Vestra reviews equity markets in January/February 2020


Lonsdale issue a new inheritance tax brochure to assist with estate planning

This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.