Latest News

Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.

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.

Lonsdale Trekkers complete 100km Cotswold Way Challenge

Friday 2 July 2021

Our Lonsdale trekkers raise £5,500 for the Alzheimer's Society by walking the 100km Cotswold Challenge

Mark White, IFA Chippenham-Half of UK savers would switch to a ‘green pension'

Friday 25 June 2021

Find out how you can invest in a green pension fund and understand what fund managers consider when investing sustainably.

Lonsdale Team take part in Cotswold Way Challenge and fundraise for Alzheimer's

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.

How our Lonsdale financial advisers measure a fund’s sustainability rating

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,

Howard Goodship, Chartered Financial Planner - Inheritance Tax Solutions

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.

Lonsdale Services win Professional Adviser Award

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. 

Having the confidence to act and mitigate inheritance tax

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.

Highlights from the Spring Budget - March 3rd 2021

Monday 8 March 2021

On Wednesday 3 March 2021, the Chancellor Rishi Sunak presented his spring budget, the government’s plan for economic recovery.  

Howard Goodship, CFP in Ringwood – What are your ISA options?

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

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