Latest News

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

Amy Kadir, Lonsdale Mortgage broker - Could re-mortgaging save you money?

Friday 21 August 2020

Lonsdale Mortgage brokers will review your mortgage options.  Call our St Albans mortgage broking team on 01727 845500

Howard Goodship, CFP Ringwood, - Passive vs Active Investing

Thursday 13 August 2020

Howard Goodship, Chartered Financial Planner, Ringwood explains the tow different methods of investment management - active and passive investing

LGT Vestra Quarter 2 2020 - Market Review Summary

Thursday 30 July 2020

LGT Vestra reviews the equity markets for Quarter 2 2020

Sustainable investing and the benefits to you and the environment

Wednesday 22 July 2020

Richard Porter, independent financial adviser in St Albans reviews how you can make your pension fund or investments more sustainable.

Lonsdale Wealth Management 'Sponsor of the Day' for St Albans City Youth team

Wednesday 15 July 2020

On July 15th Lonsdale Wealth Management’s St Albans office is St Albans Youth City Football Club’s ‘Sponsor of the Day’.

Simon Prestcote, IFA Barnet - How to avoid paying inheritance tax on your ISAs

Wednesday 15 July 2020

ISAs have many tax advantages but they are NOT free from inheritance tax unless you leave them to your spouse or civil partner. Read more here.

Howard Goodship,IFA, Ringwood-The Value of Ongoing Investment Management

Wednesday 8 July 2020

Howard Goodship, Chartered Financial Planner, Ringwood explains why it is important to regularly review your finances. 

Don’t put off making financial decisions – call our Lonsdale advisers now

Friday 3 July 2020

Don’t let the pandemic stop you from taking financial advice.  Call our qualified Lonsdale Wealth Management financial advisers on 01727 845500

Simon Prestcote -How clients benefit from our online financial planning service

Friday 26 June 2020

Our Lonsdale independent financial advisers responded quickly to the pandemic to provide a secure online financial planning service for our clients.

Allan Ross, independent financial adviser in Ware achieves SOLLA accreditation

Tuesday 2 June 2020

In March 2020 Allan Ross achieved the Later Life Adviser Accreditation and became a member of the Society of Later Life Planners (SOLLA).

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.

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