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Retirement Counselling

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

Howard Goodship, IFA Ringwood – Understanding Personal Pensions

Thursday 29 October 2020

Understand your pension choices and don't neglect your pension savings due to the perceived complexity surrounding the rules and investment choices.

Richard Porter, IFA St Albans - Pension allowances explained for high earners

Tuesday 31 October 2017

Understand new pension rules so you can invest your full pension annual allowance and reclaim the maximum pension tax relief.

Mark Bowen, IFA St Albans - Reviewing your defined benefit pension scheme

Friday 24 March 2017

'Reviewing your defined benefit pension scheme’ is part of our ‘The value of an independent financial adviser series

Lonsdale Service’s St Albans Pension Seminar proves popular

Friday 20 May 2016

Lonsdale Service’s third pension seminar of 2016 hosted by Richard Porter, Independent Financial Adviser St Albans proved very popular with guests.

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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, IFA, Barnet - Investment Market Summary for 2020

Simon Prestcote our Chartered Wealth Manager in Barnet reflects on 2020 and reviews the investment outlook for 2021.


Learn more about Sustainable Investing - Read our brochure

Our Sustainable Investing brochure has been written in response to client demand. Read our brochure and learn more about sustainable investing.


Lonsdale Services -Offering a ‘business as usual’ financial planning service

If you need financial advice in lockdown please contact your local Lonsdale Wealth Management financial adviser.


Purchase income protection to protect your earnings

If you are working or self-employed and don’t have income protection, consider purchasing it so you are still able to pay your mortgage and bills.


The State Pension – Change Coming?

It is really important that people know when they can access their State Pension and how much pension they are likely to receive. Read more here