Investing in Rising Markets: Why Confidence Isn’t the Same as Control
Thursday 25 June 2026
Strong markets can give investors a false sense of confidence. The real value of a financial plan is truly tested when markets become uncomfortable.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Pension Advice in and around Ringwood – for Those Already Retired
Thursday 25 June 2026
When looking for pension advice in Ringwood, many retirees from Ringwood, Southampton, Portsmouth and Bournemouth are seeking reassurance.
Can You Give Your Children £20,000 Tax and IHT Free?
Monday 22 June 2026
In simple terms, giving your children £20,000 can absolutely be done in a tax-efficient way. Find out how...
The Hidden Inheritance Tax Cash-Flow Trap Facing High Net Worth Families
Wednesday 20 May 2026
One of the biggest problems families may face is not the Inheritance Tax (IHT) bill, but how quickly it has to be paid and sourcing the money.
Buy-to-Let: Investment Safe Haven or Fading Star?
Friday 15 May 2026
Is buy-to-let still a stable and profitable investment strategy, or are there better alternatives? Our Financial Advisers take a measured look...
How to Save for Your Child’s Private Secondary Education
Friday 24 April 2026
Private School Fees are expensive, so a common question asked is: What is the most financially effective way to save for school tuition fees?
How the 2026 and 2027 pension changes could increase your IHT liability
Wednesday 22 April 2026
Our financial advisers and customers are regularly discussing the government’s plan to bring unused pension funds on death into Inheritance Tax (
What Happens to Pensions During a Divorce in the UK?
Monday 20 April 2026
Our independent financial advisers understand how sensitive conversations surrounding divorce and pensions can be. Read our guide to find out more...
Inheritance Tax Planning and IHT Planning Advice with Lonsdale
Tuesday 24 March 2026
With tax thresholds frozen and further legislation ahead, more families are finding that their estates may be exposed to Inheritance Tax (IHT).
How to Prevent Account Takeover Fraud
Thursday 19 March 2026
Account Takeover Fraud is a growing risk, in which criminals gain control of someone’s bank account, or any other financial or investment account.
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.
