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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?
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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?
Tuesday 6 October 2015
Read the new pension requirements for Defined Contribution schemes
Tuesday 6 October 2015
Shelley Homer recently joined Lonsdale Wealth Management in Stafford as the team administrator.
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.
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.