01727 845500 Customer Area

Videos

Learn more about our services by watching our financial advisers discuss key areas of interest.

Brochures & Documents

Please use the links below to download Lonsdale customer brochures and documents.

Working with Professional Intermediaries Working with Professional Intermediaries
Your Retirement Guide Your Retirement Guide
Your Retirement Options – Freedom & Choice Your Retirement Options – Freedom & Choice
A Beginners Guide to Investing A Beginners Guide to Investing
Active Vs Passive Investing Explained Active Vs Passive Investing Explained
ESG Investing Fact Sheet ESG Investing Fact Sheet
Inheritance Tax – An Introductory Guide Inheritance Tax – An Introductory Guide
Lonsdale Cashflow Planning Leaflet Lonsdale Cashflow Planning Leaflet
Protecting Vulnerable Clients Policy Protecting Vulnerable Customers Policy
Guide to the Consumer Duty Alliance
Financial Vulnerability Taskforce Consumer Guide

Case Studies

Modelling different financial planning scenarios Modelling different financial planning scenarios
Generating an income following a property sale Generating an income following a property sale
Generating tax efficient retirement income Generating tax efficient retirement income
Understanding your financial entitlements Understanding your financial entitlements

Book a free initial consultation

If you would like a free initial review, pension advice or financial advice complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware or Chippenham office.

Howard Goodship Financial Adviser