Latest News

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

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

Howard Goodship, IFA, Ringwood - How to achieve Tax Efficient Investment Income

Wednesday 13 May 2020

Read Howard Goodship's article if you want to know how to generate a healthy level of current income from savings and investments

Allan Ross, IFA Ware Hertfordshire - Why set up a Lasting Power of Attorney?

Tuesday 12 May 2020

SOLLA accredited Allan Ross reviews why Lonsdale independent financial advisers recommend our clients set up wills and Lasting Power of Attorney

Howard Goodship, IFA, Ringwood - Actions to take in volatile bear markets

Friday 1 May 2020

Howard Goodship, reviews what actions to take in bear markets. This includes how you draw income and maintaining perspective

Steve Cook, IFA, St Albans - Tips to spot Covid-19 related financial scams

Friday 1 May 2020

it is important to be aware that during the Coronavirus outbreak there continues to be financial scams and we offer tips on how to recognise these.

Lonsdale Wealth Management – Open for new and existing business via video link

Wednesday 22 April 2020

All our financial planning teams are working from home but we can still accept new clients as we conduct new business meetings via video conferencing

New Coronavirus Business Interruption Loan Scheme (CBILS)

Tuesday 21 April 2020

The Chancellor has provided assistance for businesses through the New Coronavirus Business Interruption Loan Scheme (CBILS).  

When markets are volatile using an independent financial adviser can add value

Friday 17 April 2020

Have a robust financial plan for volatile equity markets. Our financial advisers offer a free initial no charge, no obligation financial consultation

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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