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Wealth Retirement Planning

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


How Lonsdale Wealth Management’s financial advisers respond to working online

Thursday 28 May 2020

Our teams have adapted quickly to new working conditions and are using video conferencing and helping our clients adapt to this online technology.  

Howard Goodship, IFA, Ringwood - How to achieve Tax Efficient Investment Income

Wednesday 13 May 2020

Read Howard Goodship's article if you want to know how to generate a healthy level of current income from savings and investments

Howard Goodship, IFA, Ringwood - Actions to take in volatile bear markets

Friday 1 May 2020

Howard Goodship, reviews what actions to take in bear markets. This includes how you draw income and maintaining perspective

Lonsdale Wealth Management – Open for new and existing business via video link

Wednesday 22 April 2020

All our financial planning teams are working from home but we can still accept new clients as we conduct new business meetings via video conferencing

Ray McHugh, IFA in Barnet, North London – what to do in market falls?

Thursday 9 April 2020

Ray McHugh, Lonsdale independent financial adviser in Barnet, provides a Quarter 1 2020 update & recommends what to do during market volatility.

Excellent feedback from LGT Vestra client conference call

Thursday 9 April 2020

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

LGT Vestra - COVID 19 update & review of the investment landscape

Monday 6 April 2020

LGT Vestra reviews COVID 19 and the investment landscape.

LGT Vestra/Lonsdale Wealth Management Investment Conference Client Call

Monday 30 March 2020

If you invest in a Lonsdale Wealth Management model portfolio managed by LGT Vestra please contact your financial adviser and join our conference call

Key information in respect of the coronavirus outbreak

Monday 30 March 2020

Useful information from LGT Vestra on moving house, private school fees, private nurseries, university costs, rail season tickets, flights & holidays.

LGT Vestra Q&A on the impact of coronavirus on global equity markets

Wednesday 25 March 2020

Sanjay Rijhsinghani, Partner & Head of Model Portfolio Services at LGT Vestra offers questions & answers on the coronavirus impact on equity markets

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Recommended


31-08-2019

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


14-08-2019

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


30-06-2019

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.


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

Trending News


28-05-2020

How Lonsdale Wealth Management’s financial advisers respond to working online

Our teams have adapted quickly to new working conditions and are using video conferencing and helping our clients adapt to this online technology.  


12-05-2020

Allan Ross, IFA Ware Hertfordshire - Why set up a Lasting Power of Attorney?

SOLLA accredited Allan Ross reviews why Lonsdale independent financial advisers recommend our clients set up wills and Lasting Power of Attorney


13-05-2020

Howard Goodship, IFA, Ringwood - How to achieve Tax Efficient Investment Income

Read Howard Goodship's article if you want to know how to generate a healthy level of current income from savings and investments


22-05-2020

Practical financial planning and technical updates in relation to coronavirus

Review how cash planning, inheritance tax planning, capital gains tax planning and gifting are affected by the coronavirus pandemic


01-05-2020

Steve Cook, IFA, St Albans - Tips to spot Covid-19 related financial scams

it is important to be aware that during the Coronavirus outbreak there continues to be financial scams and we offer tips on how to recognise these.