Latest News

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

Introducing Rebecca Wood – team administrator Leeds / Bradford office

Monday 25 February 2019

Rebecca Wood works as an administrator with independent financial adviser Deb Nolan and administrator Tracy Gannon in our Leeds / Bradford office.

Howard Goodship, chartered financial planner, Ringwood- pre-retirement options

Monday 11 February 2019

Planning ahead and ensuring you have the right strategy helps you make the most informed and effective decisions to meet your retirement aspirations.

Lonsdale host J.P.Morgan strategist – at BREXIT: Where Next? Client Seminar

Monday 11 February 2019

On 1/3/19 our Lonsdale Barnet financial planning team host Michael Bell, Global Market Strategist, J.P. Morgan Asset Management at our client seminar

Aaron Abraham, IFA, Harpenden - Should millennials open a Lifetime ISA?

Friday 1 February 2019

The Lifetime Individual Savings Account (LISA) was introduced to help anyone aged 18-39 save towards their first home or save towards their retirement

Richard Porter IFA, St Albans –Use pension and ISA allowances before April 6th

Wednesday 23 January 2019

Richard Porter, IFA, St Albans recommends planning ahead and using up all your pension and ISA allowances before the new 2019/20 tax year.

Howard Goodship, IFA, Ringwood - Tax Efficient Investment Income

Wednesday 16 January 2019

There comes a point in life when people shift from saving for the future to drawing an income from those savings.

Howard Goodship, Ringwood - Understanding Investments – Fees, costs and value

Monday 7 January 2019

Investment costs are now much more transparent for any new investments made since January 2013 and costs maybe lower.

Lonsdale Services launch ten point plan to support clients living with dementia

Wednesday 12 December 2018

Financial advisers have a duty of care to protect the interests of clients living with dementia

Aaron Abraham, IFA - Self-employed millennials to consider saving into a pension

Monday 10 December 2018

Lonsdale Services recommend that self-employed millennials consider saving into a pension.

Howard Goodship, IFA, Ringwood - Managing risk & tax to earn a higher return

Thursday 29 November 2018

Making the right choices now will results in you earning, and keeping, more of your returns and will help make your financial goals more achievable.

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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