Latest News

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

Mark Slobom, IFA Harpenden – A review of active and passive equity investment

Friday 24 March 2017

Our independent financial advisers take time to explain the difference between active and passive equity investment. Learn more here

Daniel Stansall, IFA Barnet – Lonsdale Services Vulnerable Client Policy

Monday 13 March 2017

Daniel Stansall, independent financial adviser Barnet, and member of our North London financial planning team reviews our Vulnerable Client Policy.

Richard Porter IFA St Albans - Budget Highlights affecting financial planning

Thursday 9 March 2017

Richard Porter, independent financial adviser and member of the St Albans financial planning team reviews the budget highlights.

Simon Hawker IFA St Albans - How to protect yourself against an investment scam

Thursday 9 March 2017

According to figures released by the Financial Conduct Authority (FCA) older people are particularly vulnerable to investment scams.

Lonsdale Services educate before offering financial planning advice

Friday 3 March 2017

We believe that all financial advisers have a responsibility to educate before providing financial advice

Richard Porter, IFA St Albans hosts FREE Estate Planning seminar on 23rd March

Friday 3 March 2017

Last places remaining for our FREE Lonsdale Services estate planning seminar on 23rd March from 7pm. Sign up here

Simon Hawker, IFA St Albans - Excellent 2016 client survey results for Lonsdale

Monday 13 February 2017

The Lonsdale Services client survey results for 2016 confirmed that all 129 clients who returned our questionnaire would recommend us.

Simon Prestcote IFA Barnet – should you transfer your defined benefit pension

Monday 13 February 2017

Simon Prestcote, chartered wealth manager and IFA in Barnet reviews whether you should cash in your defined benefit pension scheme.

Deb Nolan IFA Bradford - Have you used this year's ISA allowance?

Friday 3 February 2017

Deb Nolan, Independent Financial Adviser (IFA) in Leeds / Bradford recommends you use this year's ISA allowance

Introducing Mark Slobom and our Harpenden financial planning team

Friday 3 February 2017

Our Harpenden financial planning team have worked together for several years. at their office on Station Road, Harpenden

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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