Chartered financial planner Stewart Sims-Handcock has joined Howard Goodship in the Lonsdale Wealth Management Ringwood office. The office in the centre of Ringwood opened on the 5th November 2018.
Howard and Stewart are both qualified Chartered Financial Planners (CFP) and Fellows of the Personal Finance Society (FPFS), the highest industry qualification. They have both worked in financial services for over 20 years and are well known locally having set up and managed financial planning offices for Edward Jones in Ringwood and Ferndown. They will offer chartered financial planning advice to clients in Dorset and Hampshire including Ringwood, Fordingbridge, Burley, Verwood, Ferndown, Wimborne and Christchurch.
Our Ringwood financial advisers are advocates of cash flow modelling, which provides a visual “roadmap” of a person’s financial future. This helps clients understand what they need to do financially to achieve their goals in areas such as retirement saving, generating an income during retirement and passing on any remaining estate tax-efficiently (IHT planning). Once identified, our advisers work alongside their clients to ensure their investments and financial plans can support, and ideally enhance, their lifestyle.
‘It is great to be working with Stewart again in the new Lonsdale Wealth Management Ringwood office. We are both excited at the prospect of offering local independent financial advice. We both have extensive experience of most areas of financial planning including pensions, ISA’s, estate planning, inheritance tax, trusts, investment bonds, and other tax efficient savings.’
‘I am looking forward to working in the Ringwood financial planning team and meeting clients in the local area. I really enjoy supporting high net worth individuals with their financial planning decisions. I always work hard to gain trust with clients and maintain quality long-term relationships. If you require independent financial advice please contact us on 01425 208490, and Howard or I would be delighted to help. We offer a free initial financial planning consultation.’