Allan Ross, Ware IFA– Why set up a will and lasting power of attorney?
Monday 15 October 2018
In National Estate Planning awareness week we consider why you should set up a will and review lasting power of attorney.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Aaron Abraham, IFA - Millennials unsure how much pension income they need
Wednesday 10 October 2018
Aaron Abraham our IFA working with clients in Harpenden, London and Wimbledon reviews the findings of The Pensions & Lifetime Savings Association
Aaron Abraham, IFA, Harpenden - Introducing the Beginners Guide to Investment
Thursday 27 September 2018
Having the ‘Beginners Guide to Investment’ will help our clients so they can read about investment products and available options in their own tim
Financial Adviser Howard Goodship opens Lonsdale Services office in Ringwood
Monday 24 September 2018
Howard Goodship is a Chartered Financial Planner (CFP) and Fellow of the Personal Finance Society (FPFS).
Allan Ross, Financial Adviser Ware wins Finance Monthly Global Award 2018
Friday 14 September 2018
Allan Ross, Lonsdale Wealth Management financial adviser wins Finance Monthly Global Award 2018, UK Share dealing Services Adviser of the Year award
Lonsdale Services clients happy to recommend their financial adviser
Wednesday 5 September 2018
We ask clients to complete an annual client survey. We're delighted that all clients who returned their survey would be happy to recommend us.
Neil Homer, Stafford IFA passes Advanced Financial Planning exam
Friday 20 July 2018
Neil Homer, Lonsdale Wealth Management independent financial adviser in Stafford, passed the Advanced Diploma Pension Planning exam (AF3) in April
LGT Vestra – Quarter 2 market review
Wednesday 11 July 2018
LGT Vestra reviews the equity and bond markets for Quarter 2 2018
Lonsdale Trekkers complete Trek26 and raise £3600 for Alzheimer’s Society
Wednesday 11 July 2018
The Lonsdale Services team completed the Alzheimer’s Trek26 Yorkshire Three Peaks challenge walk on 30th June.
Lonsdale Services win Best Individual Pension Advice firm in 2018 RPA Awards
Wednesday 20 June 2018
Lonsdale Services wins the Best Individual Pension Advice firm award for the South East and Anglia region, at the Retirement Planner Awards
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.
