Latest News

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

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.

Lonsdale Wealth Management to partner with Vestra Wealth

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.

Our St Albans team relocate to larger premises

Friday 26 June 2015

We are pleased to announce that our St Albans team is moving to bigger offices.

Daniel Stansall achieves the Certificate in Securities Advice and Dealing

Wednesday 24 June 2015

Daniel Stansall passed the Chartered Institute of Insurance J12 exam, and receives a Certificate in Securities Advice and Dealing.

How will the Conservative manifesto policies affect your personal finances?

Wednesday 20 May 2015

We review the Conservative manifesto pledges and how they are likely to affect your personal finances if they are introduced during the next 5 years.

Pension Regulator recommends employers to plan ahead for auto enrolment

Thursday 30 April 2015

The Pensions Regulator has issued findings from an Employers Survey conducted in Autumn 2014, confirming that although more employers...

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.

Award one Award one Top 100 Advisers