Richard Porter, IFA St Albans – Generating tax efficient retirement income
Monday 12 June 2017
This case study ‘Key Life Turning Points' is part of our ‘The value of an independent financial adviser’ series.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Ray McHugh, IFA Barnet- Review your life insurance as bereaved benefits change
Friday 9 June 2017
Why it is important to review your life insurance cover following recent changes to bereaved benefits
Simon Hawker, IFA, St Albans - Our clients happy to recommend their adviser
Friday 9 June 2017
Review our client satisfaction figures to 30th April 2017. Our clients are happy to recommend their independent financial adviser
Lonsdale Services - Retirement Planner Awards Finalist 2017
Tuesday 30 May 2017
Lonsdale Services is selected as a finalist for the Outstanding Customer Care Award at the Retirement Planner Awards 2017.
Allan Ross, independent financial adviser Ware qualifies as a Dementia Friend
Friday 26 May 2017
Allan Ross, Lonsdale Services independent financial adviser in Ware, Hertfordshire recently became a Dementia Friend
Simon Armstrong, IFA St Albans - Investing the proceeds of a business sale
Friday 12 May 2017
This case study ‘Investing the proceeds of a business sale' is part of our ‘The value of an independent financial adviser’ series.
Steve Cook, IFA St Albans - Auto enrolment contribution changes for 2017/18
Friday 12 May 2017
For the 2017/18 tax year the following contribution changes for auto enrolment have been announced
Steve Cook, IFA St Albans - Protect your pension from scammers
Thursday 27 April 2017
The Pensions Regulator has issued five simple steps to follow if you want to invest your retirement savings to protect your pension from scammers.
Neil Homer, IFA Stafford – Modelling different financial planning scenarios
Thursday 27 April 2017
This case study - 'Modelling different financial planning scenarios is part of 'The value of an independent financial adviser' series
Daniel Stansall, IFA Barnet – How much pension do you need to retire on?
Thursday 27 April 2017
Daniel Stansall, IFA, Barnet, North London reviews a Which? survey that could be useful for anyone working out retirement expenditure
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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.
