Latest News

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

Lifetime Allowance Update for anyone planning for retirement

Tuesday 21 November 2023

How will scrapping the lifetime allowance (LTA) affect you?

What now for high risk portfolios?

Tuesday 21 November 2023

Read an article from Hymans Robertson one of our preferred providers

Longer-dated Bonds – Stick or Twist?

Friday 17 November 2023

Read an article from Hymans Robertson, one of our preferred providers

Investment Bonds - changes to top slicing rules

Thursday 16 November 2023

Read this article if you own investment bonds to find out how rules have changed regarding top slicing relief

The benefits of pension planning

Tuesday 31 October 2023

We are often asked 'why should I save into a pension plan?' Read this article to understand the benefits of pension planning.

Does market concentration matter?

Tuesday 17 October 2023

Read this article from LGT, one of our preferred providers

Lonsdale Wealth Management Ringwood office win customer service award

Wednesday 27 September 2023

In September 2023 our Ringwood office won the Excellence in Customer Service award at the Ringwood Business Awards.

Lonsdale Services celebrates a 20-year anniversary

Tuesday 26 September 2023

In September 2023 Lonsdale Services celebrated twenty years of providing financial advice.

Embracing Passives: the power of active decision-making

Wednesday 13 September 2023

An article by LGT Wealth Management, one of our preferred providers.

How will changes to the Lifetime Allowance affect you?

Monday 14 August 2023

If you are due to retire soon get pension advice to understand how changes to the Lifetime Allowance will affect your retirement

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