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

When markets are volatile using an independent financial adviser can add value

Friday 17 April 2020

Have a robust financial plan for volatile equity markets. Our financial advisers offer a free initial no charge, no obligation financial consultation

Excellent feedback from LGT Vestra client conference call

Thursday 9 April 2020

Client feedback from the LGT Vestra/Lonsdale Wealth Management client conference call.

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


Allan Ross, IFA Ware - Digital lasting power of attorney tool introduced

In this article SOLLA accredited Allan Ross reviews the new digital LPA tool introduced by the Office of Public Guardian.


How to spot a Covid 19 financial scam?

Review the ten most common Covid-19 scams to watch out for


How our financial advisers works effectively with local solicitors & accountants

Lonsdale Wealth Management’s independent financial advisers (IFAs) work with local solicitors and accountants to benefit our clients.


Amy Kadir, Lonsdale Mortgage broker - Could re-mortgaging save you money?

Lonsdale Mortgage brokers will review your mortgage options.  Call our St Albans mortgage broking team on 01727 845500


Sustainable investing and the benefits to you and the environment

Richard Porter, independent financial adviser in St Albans reviews how you can make your pension fund or investments more sustainable.