Independent Financial Advisers in Ware

Independent Financial Advisers (IFAs) in Ware

Allan Ross joined Lonsdale Wealth Management in 2010 to provide independent financial advice in Ware. Allan set up the Ware office where he works with administrator Natalie Rispin. Allan has customers in Ware, Hertford, Bishop’s Stortford, Stevenage, Welwyn Garden City and Hoddesdon.

Call 01920 860160 for a free financial planning initial consultation.

Financial Planning & Wealth Management

Wealth
Management

Our advisers offer independent lifetime financial planning and pension advice to achieve your long-term financial goals. It’s never too late to start planning your retirement or making use of tax efficient saving options. Call now for a free initial financial planning consultation.

Investment Planning

Estate
Planning

Call now for estate planning advice, and review your personal assets to avoid paying inheritance tax. Allan’s areas of expertise is advising customers on mitigating inheritance tax. He often works alongside local solicitors in Ware, Hertford and Loughton to offer you joined up legal and financial advice.

Inheritance Tax Planning

Long-Term
Care

If you require advice on how to fund long-term care call Allan Ross who is a Society of Later Life accredited adviser and regularly works with older customers. Our advisers use cash-flow planning and set up a personalised financial plan to prevent you running out of money.

Long-Term Care

Our
Customers

Allan Ross works with customers in Ware, Hertford, Bishop’s Stortford, Stevenage, Welwyn Garden City and Hoddesdon. Allan often works alongside local solicitors in Ware, Hertford, and Loughton to ensure Wills and Lasting Power of Attorneys are in place. Call 01920 860860 for a free financial planning initial consultation.

Experienced
& Qualified

In 2020 Allan achieved the Later Life Adviser Accreditation (LLAA) and became a member of the Society of Later Life Planners (SOLLA) which gives independent recognition of his skills and experience in working with and understanding the needs of older people and their families. Allan is also a Dementia Champion and has trained Lonsdale colleagues. He has fundraised extensively for the charity.

Why Work
With Us?

Natalie Rispin and Allan Ross joined Lonsdale Wealth Management and opened the Ware office in 2010. In 2018 Allan Ross was ‘Highly Commended’ in the Retirement Planner Awards Estate Planner Adviser category, and Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia. .

I have been lucky to have the financial advice of Allan Ross for fourteen years. His well-balanced advice has been specific for my circumstances and has proved to be very successful. Together with Allan over many years I have achieved a very favourable position on IHT; he has shown significant expertise and experience in this area. We have worked very well together.”
Mr & Mrs C, Ware, Hertfordshire

Need financial advice?

Call our Lonsdale Independent Financial Advisers (IFAs) in Ware, Hertfordshire on 01920 860160 or complete the form below for a free financial planning initial consultation.