Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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)
Friday 4 September 2015
Financial Adviser Neil Homer relocates our Stafford Office to a larger office space in Dunston Business Village.
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.
Tuesday 4 August 2015
Lonsdale advisers pass the new CII Pensions Update examination, ensuring we continue to provide appropriate pension advice to clients
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.
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.
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.
Friday 3 July 2015
Lonsdale Wealth Management is pleased to announce that we have been working with Vestra Wealth LLP to design & launch a range of Governed Portfolios.
Friday 26 June 2015
We are pleased to announce that our St Albans team is moving to bigger offices.
Wednesday 24 June 2015
Daniel Stansall passed the Chartered Institute of Insurance J12 exam, and receives a Certificate in Securities Advice and Dealing.
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.
