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.
Retirement Counselling
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.
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.
Aaron
Abraham
Aaron works in Harpenden but offers investment advice and pension advice in central and south London. Aaron has offshore experience so provides financial planning advice to returning expats.
Stewart
Sims-Handcock
Stewart has worked for almost two decades in financial services helping high net worth individuals with financial planning for pensions, inheritance tax, trusts and investment bonds.
Steve
Cook
Steve works in our St Albans financial planning team. He mainly advises corporate clients on Group Personal Pension Schemes, Group Life, Income Protection and Private Medical Schemes.
Richard
Porter
Richard is an experienced financial adviser who works in our St Albans financial planning team. He specialises in working with high net worth business owners managing their pension, investment and tax planning.
Simon
Prestcote
Simon Prestcote is a Chartered Wealth Manager working in our North London financial planning team. He specialises in helping private clients with their retirement, investment and estate planning.
Howard
Goodship
Howard has over 25 years financial services experience. He heads the Ringwood financial planning team helping clients understand how their investments and finances can support their lifestyle.
Neil
Homer
Neil works in our Stafford financial planning team and has over fifteen years financial planning experience. He specialises in providing investment planning and financial advice for individuals.
Ray
McHugh
Ray McHugh works in our North London financial planning team. Ray’s background is in Corporate Pensions, Retirement Planning and investment planning for individuals.
Simon
Armstrong
Simon works in our St Albans financial planning team. He specialises in offering pre and post retirement planning, investment advice, estate planning and cash-flow planning for individuals.
Mark
Bowen
Mark works in our St Albans financial planning team. With over 25 years’ experience he manages investments, personal finances for individuals, small businesses and organisations.
Simon
Hawker
Simon is the Managing Director of Lonsdale Services and a hugely experienced Financial adviser. Simon works in our St Albans financial planning team, specialising in company and group pensions and holistic financial planning.
Deb
Nolan
Deb works in our Leeds / Bradford office. In 2017 she won the Retirement Planner Outstanding Customer Care Award for Lonsdale Services with her client case study.
Allan
Ross
Allan works in our Ware financial planning team. Allan’s areas of expertise is advising clients on how to properly mitigate inheritance tax, and how to fund long term care.
Mark
Slobom
Mark specialises in helping clients meet their pre-retirement investment needs and provide their income in retirement. He is a member of our Harpenden financial planning team.
Book a Free Consultation
Complete the form below and we’ll be in touch.
Recommended
30-05-2019
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
26-04-2019
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.
03-04-2019
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
11-02-2019
Howard Goodship, chartered financial planner, Ringwood- pre-retirement options
Planning ahead and ensuring you have the right strategy helps you make the most informed and effective decisions to meet your retirement aspirations.
12-12-2018
Lonsdale Services launch ten point plan to support clients living with dementia
Financial advisers have a duty of care to protect the interests of clients living with dementia
Trending News
07-06-2019
Richard Porter, IFA, St Albans - How to pay for long-term care costs
Lonsdale Services Financial Advisers offer independent financial advice to pay long-term care options for yourself or an elderly parent.
17-05-2019
Retirement Planner Awards Finalist 2019 - Outstanding Customer Care
Lonsdale won the 2017 Retirement Planner Outstanding Customer Care award and has now been nominated as a finalist in this category for the 2019 award
03-05-2019
Howard Goodship, CFP, Ringwood –How much money do you need in retirement?
This article helps you understand how much money you will need to enjoy a sustainable retirement.
19-06-2019
Lonsdale Services says goodbye to St Albans administrator Sally Danks
Sally Danks our St Albans administrator has recently left Lonsdale Services after working with us for more than fourteen years.
03-04-2019
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