Use Talk Money Week to involve your children in financial planning
Thursday 12 November 2020
Talk Money Week encourages everyone to discuss money openly to improve financial wellbeing. The goal is to make discussing finances commonplace.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Simon Prestcote, IFA, Barnet - What is the Make My Money Matter campaign?
Wednesday 11 November 2020
The campaign encourages individuals to invest their pension in sustainable companies that ‘do good’ for society.
The State Pension – Change Coming?
Wednesday 4 November 2020
It is really important that people know when they can access their State Pension and how much pension they are likely to receive. Read more here
Howard Goodship, IFA Ringwood – Understanding Personal Pensions
Thursday 29 October 2020
Understand your pension choices and don't neglect your pension savings due to the perceived complexity surrounding the rules and investment choices.
Richard Porter - Does your IFA offer investments that ‘do good’ for society?
Tuesday 20 October 2020
Information from our own Lonsdale Wealth Management clients and research by Royal London suggest there is a growing demand for sustainable investments
LGT Vestra - Market Review Summary Quarter 3 2020
Friday 16 October 2020
LGT Vestra reviews the equity markets for Quarter 3 2020
Neil Homer our IFA in Stafford qualifies as a Chartered Financial Planner
Tuesday 13 October 2020
In October 2020 Neil Homer our independent financial adviser in our Stafford financial planning team, qualified as a Chartered Financial Planner
Howard Goodship, CFP Ringwood-Can you afford to retire or start a new business?
Tuesday 29 September 2020
Our qualified Lonsdale Wealth Management independent financial advisers use Lifetime Financial Planning to offer informed financial advice
Chancellor announces new economic support measures
Friday 25 September 2020
Read more about the additional government support measures for businesses, workers and the self-employed introduced by chancellor Sunak.
Allan Ross, IFA Ware - Digital lasting power of attorney tool introduced
Wednesday 16 September 2020
In this article SOLLA accredited Allan Ross reviews the new digital LPA tool introduced by the Office of Public Guardian.
Need financial planning advice?
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.
