Latest News

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

Richard Porter IFA St Albans –When to keep your defined benefit pension scheme

Friday 2 February 2018

Why consult an independent financial adviser if you want to transfer out of your defined benefit pension scheme?

Richard Porter financial adviser St Albans– Get pension advice at retirement

Thursday 1 February 2018

Richard Porter, pension advisor, St Albans, Hertfordshire recommends getting pension advice at retirement so you make the best pension choices.

Lonsdale’s Barnet IFA Daniel Stansall passes Diploma Pension Planning exam

Wednesday 3 January 2018

Daniel Stansall, Lonsdale Wealth Management independent financial adviser in Barnet, passes exam towards Chartered Financial Planner qualification

Deb Nolan IFA Bradford - What to do when you are almost at retirement?

Wednesday 3 January 2018

Deb Nolan, Independent Financial Adviser, Leeds / Bradford, Yorkshire reviews what you need to consider when you are almost at retirement?

Lonsdale’s Ray McHugh, IFA, Barnet - Working with Solicitors and Accountants

Friday 29 December 2017

Ray McHugh reviews how Lonsdale are working with Professional Advisers - solicitors and accountants to offer the most appropriate financial advice.

Steve Cook, Lonsdale IFA St Albans–Is your workplace pension set up correctly?

Friday 29 December 2017

Recent cases of companies failing to comply with their auto enrolment duties shows how important it is to correctly set up your workplace pension.

Lonsdale Services headline sponsor of Alzheimer’s Hertford carol concert

Friday 15 December 2017

On 9th December Lonsdale Wealth Management was headline sponsor of the Annual Alzheimer’s Society Carol Concert at All Saints Church, Hertford.

Deb Nolan, IFA Leeds / Bradford – Will you have enough retirement income?

Thursday 14 December 2017

Deb Nolan, IFA Leeds / Bradford considers how to save for your retirement following the publication of a recent OECD pension report.

Lonsdale’s Mandy Morgan qualifies as a Dementia Friends Champion

Thursday 14 December 2017

Mandy Morgan a member of the St Albans financial planning team recently became a Dementia Friends Champion.

Introducing Jo Ross our Administrator in the Ware financial planning office

Monday 4 December 2017

Jo works in our Ware financial planning team as an Administrator. Jo joined Lonsdale Wealth Management Ware office in March 2015.

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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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