Thursday 14 November, 2024
Pitfalls of Cashing in a Pension Without Seeking Professional Financial Advice
Working with Professional Intermediaries
Offering customers joined up legal, financial and tax advice.
Integrated Financial Planning
We work with solicitors and accountants to provide a holistic service, assisting our partners to maintain an ongoing customer relationship. Once a referred customer becomes a Lonsdale customer, the partner firm is kept updated with ongoing developments to ensure consistent advice is provided.
Adviser
Expertise
Our financial advisers have specialist accreditations. Simon Prestcote is a Chartered Wealth Manager. Howard Goodship, Stewart Sims-Handcock, and Neil Homer are Chartered Financial Planners. Allan Ross is a member of the Society of Later Life Planners (SOLLA) which gives independent recognition of his skills working with older people. Stewart Sims-Handcock is an affiliate member of STEP.
Fee-Based Remuneration
Lonsdale Wealth Management is a fee-based firm and rebates to customers any commissions or other payments received from third parties. Customers will be provided with details of our fee structure before we accept their instructions. For more information about how we work with your legal or accountancy team please contact our advisers.
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Tuesday 5 November, 2024Inheritance Tax Insurance: A Guide to Protecting Your Legacy
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Wednesday 30 October, 2024 -
Friday 18 October, 2024 -
Wednesday 16 October, 2024Understanding Inheritance Tax Trusts: A Financial Adviser is Essential
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Monday 7 October, 2024 -
Wednesday 2 October, 2024 -
Tuesday 17 September, 2024Navigating UK Inheritance Tax in 2024: What You Need to Know
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Tuesday 30 July, 2024
Our independent financial advisers have developed an appreciation of the way in which financial advice can complement and enhance the advice of other professionals. This ensures our customers receive joined up legal, financial and tax advice, so their overall needs are met.”
Meet your local financial advisers
Our experienced independent financial advisers deliver high quality independent financial advice both now and throughout your life from accessible local offices. As we are not biased towards any provider, our cost-effective investment planning advice puts your financial interests first. We offer holistic financial advice based on our core values of integrity, reliability and value for money.
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 or Chippenham office.
