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.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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).
Further Technical updates in relation to Coronavirus - 1/6/20
Monday 1 June 2020
Review how the Coronavirus Job Retention Scheme, financial planning, trustee investment and tax planning are affected by the pandemic
How Lonsdale Wealth Management’s financial advisers respond to working online
Thursday 28 May 2020
Our teams have adapted quickly to new working conditions and are using video conferencing and helping our clients adapt to this online technology.
Practical financial planning and technical updates in relation to coronavirus
Friday 22 May 2020
Review how cash planning, inheritance tax planning, capital gains tax planning and gifting are affected by the coronavirus pandemic
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.
