Latest News

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

Howard Goodship, IFA Ringwood- What are your pension options at retirement?

Thursday 4 February 2021

If you are coming up to retirement take pension advice . Our financial advisers use cashflow planning to achieve your goals.

Purchase income protection to protect your earnings

Friday 15 January 2021

If you are working or self-employed and don’t have income protection, consider purchasing it so you are still able to pay your mortgage and bills.

Simon Prestcote, IFA, Barnet - Investment Market Summary for 2020

Thursday 14 January 2021

Simon Prestcote our Chartered Wealth Manager in Barnet reflects on 2020 and reviews the investment outlook for 2021.

Lonsdale Services -Offering a ‘business as usual’ financial planning service

Thursday 14 January 2021

If you need financial advice in lockdown please contact your local Lonsdale Wealth Management financial adviser.

Learn more about Sustainable Investing - Read our brochure

Monday 4 January 2021

Our Sustainable Investing brochure has been written in response to client demand. Read our brochure and learn more about sustainable investing.

Allan Ross, IFA Ware - How we help clients with practical financial planning

Thursday 17 December 2020

Financial planning isn’t just about retirement planning or investing tax efficiently, sometimes we offer advice on smaller practical financial issue

How important are the UN Sustainable Goals for investing?

Wednesday 2 December 2020

Read about being socially responsible investors, and how fund managers can direct capital to the most responsible companies to support the UN SDG's

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.

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

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.

Award one Award one Top 100 Advisers