Tuesday 23 April, 2024
Chartered Financial Planners in Ferndown
Chartered Financial Planners offering independent financial advice to the Ferndown community.
Meet your local independent financial advisers Howard Goodship, Stewart Sims-Handcock and Harry Goodship. We provide local financial advice so you understand your financial options.
Our Ringwood office won the 2023 Ringwood Business Awards for excellence in customer service. Call 01425 208490 for a free financial planning initial consultation.
Financial Advice in Ferndown
Looking for local independent financial advice in Verwood, Ringwood, Ferndown, and West Moors?
Retirement
Planning
35+ Family Matters - Savings, Cashflow, Mortgage and Education
Your local Ferndown financial adviser can model your cashflow, so you use tax allowances and achieve your financial goals. We review pension contributions to check you are on track for your retirement. If you want investment advice, we can provide options for tax efficient savings.
Investment
Planning
55+ How much do you need to retire on?
For anyone living in Ferndown who is nearing retirement age you might benefit from taking financial advice from your local financial planning team. We review your investment planning, analyse your cashflow planning to maximise your retirement income.
Inheritance Tax
Planning
65+ When you retire review long-term care and IHT planning
Our chartered financial planners like to work with local Ferndown families to ensure our customers pass wealth tax efficiently to their dependents. We encourage customers to talk openly about their financial intentions with their families. We can also provide long-term care funding options.
We have known Howard for nearly a year and a half. He has been extremely helpful in our retirement planning providing trustworthy advice and recommendations for our pensions. He provides detailed reports on current and future predicted scenarios. His knowledge, expertise and experience is very reassuring during this volatile time.”
I have known Howard for some time now, and when he recently returned to Ringwood, I was very keen to move my investments back with him. I have found him to be very professional over the years, and he takes the time to explain everything so that you understand. Very happy with the service provided and would recommend.”
Being new to investing, Howard explained choices clearly and with great patience, enabling me to be confident in my decision making. I would definitely recommend Lonsdale to friends and family.”
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our Ringwood office on 01425 208490.
Meet your Ferndown Financial Planning Team
Find the Ringwood office
5 Fridays Court, High Street, Ringwood, Hampshire, BH24 1AB
Our chartered financial planners work with customers across Dorset and Hampshire, including Ferndown. Our financial consultants will travel up to 20 miles from BH241AB to meet customers, which includes driving to meet Ferndown residents in the BH22 postcode. If you are looking for a local independent financial adviser with a local financial planning office near Ferndown, call our Ringwood IFAs on 01425 208490.
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Wednesday 27 September, 2023Lonsdale Wealth Management Ringwood office win customer service award
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Monday 17 April, 2023Understanding Investments-Hoping to retire within the next 5-10 years?
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Monday 9 January, 2023Howard Goodship, CFA Ringwood - End of tax year investment planning
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Tuesday 16 August, 2022Howard Goodship, IFA Ringwood -What investments protect you from inflation?
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Friday 5 August, 2022Understanding Investments: Business Owner’s Retirement Planning
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Friday 22 April, 2022Howard Goodship, IFA Ringwood - Saving tax through pension contributions
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Monday 10 January, 2022Howard Goodship, IFA Ringwood - What is the “right” level of risk?
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Tuesday 20 April, 2021Howard Goodship, Chartered Financial Planner - Inheritance Tax Solutions
