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
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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
Lonsdale Services team complete 100km Peak District Challenge
Thursday 10 August 2023
On the 8th and 9th of July Simon Hawker, Jacob West, Conor McClean, Conor Muldoon, and Joe Wicks walked the 100km Peak District Challenge.
Bonds takes centre stage
Wednesday 2 August 2023
It’s Barbie Time! - as Bonds Are Really Back In Earnest.
Time in the market
Wednesday 19 July 2023
Read this article to understand financial market volatility and why time in the market is more important than timing the market.
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.
