Latest News

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

Looking for a new career as a Independent Financial Adviser?

Monday 12 October 2015

We interview Financial Adviser Daniel Stansall asking questions including: How have you found the Lonsdale training scheme for a trainee IFA?

Does your pension scheme comply with the new Defined Contribution standards?

Tuesday 6 October 2015

Read the new pension requirements for Defined Contribution schemes

New Administrator for our Stafford Office

Tuesday 6 October 2015

Shelley Homer recently joined Lonsdale Wealth Management in Stafford as the team administrator.

The Pensions Regulator warns some small employers still not ready to auto enrol

Monday 21 September 2015

Recent figures show 20% of small employers due to stage in the coming months still do not know their staging date (source The Pensions Regulator)

Stafford Office relocates to larger premises within Dunston Business Village

Friday 4 September 2015

Financial Adviser Neil Homer relocates our Stafford Office to a larger office space in Dunston Business Village.

Market Volatility

Thursday 27 August 2015

In the last week global stock markets have been impacted by the recent sell off in Chinese equities following the devaluation of the Chinese currency.

Lonsdale Advisers keep up to date with recent pension legislation

Tuesday 4 August 2015

Lonsdale advisers pass the new CII Pensions Update examination, ensuring we continue to provide appropriate pension advice to clients

Leeds Office relocates to historical Tong Hall

Friday 24 July 2015

Lonsdale's Leeds Office recently relocated to Tong Hall in Tong Village, close to both Bradford and Leeds. An ideal location to serve local clients.

Tracy Gannon joins Financial Adviser Deb Nolan in the Lonsdale Leeds Office

Friday 24 July 2015

Tracy Gannon joins Financial Adviser Deb Nolan as an Administrator in our Leeds Office, to expand services provided to clients in Yorkshire.

Summer Budget Highlights – July 2015

Thursday 9 July 2015

George Osborne presented the first Conservative budget of this Parliament on 8/7/15. Attached are the key tax and pension changes that he announced.

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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