Golfer Simon Prestcote and friends raise over £17,500 for charity
Thursday 15 July 2021
On 30th June four of us undertook the 100 in 1 day golf challenge, fund raising for Cancer Research, Young Minds and Flori’s Friends Animal Rescue.
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Thursday 15 July 2021
On 30th June four of us undertook the 100 in 1 day golf challenge, fund raising for Cancer Research, Young Minds and Flori’s Friends Animal Rescue.
Friday 2 July 2021
Our Lonsdale trekkers raise £5,500 for the Alzheimer's Society by walking the 100km Cotswold Challenge
Friday 25 June 2021
Find out how you can invest in a green pension fund and understand what fund managers consider when investing sustainably.
Wednesday 19 May 2021
In June a team of Lonsdale Services colleagues, will complete the Cotswold Way Challenge and fundraise for the Alzheimer's Society.
Friday 7 May 2021
As we are independent, we offer a choice of different sustainable funds, and through Morningstar we can check each fund’s sustainability rating,
Tuesday 20 April 2021
If you require inheritance tax planning advice read this article as it provides an overview of potential solutions to reduce the value of your estate.
Tuesday 6 April 2021
On March 11th Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 national Professional Adviser Awards.
Friday 26 March 2021
The first step to Inheritance Tax (IHT) mitigation is to know how much money you need for your own lifetime. Then have the confidence to take action.
Monday 8 March 2021
On Wednesday 3 March 2021, the Chancellor Rishi Sunak presented his spring budget, the government’s plan for economic recovery.
Monday 22 February 2021
As we approach the new tax year, Howard Goodship, Chartered Financial Planner in Ringwood explains the different types of Independent Savings Accounts
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.