Lonsdale Wealth Management
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
The Lonsdale Wealth Management Ringwood office is part of Lonsdale Services, a private financial planning business established in 2003. Our independent financial advisers focus on helping you understand and plan for your financial future. The company is founded on four key principles – honesty, integrity, reliability and value.
Howard Goodship and Stewart Sims-Handcock our chartered financial planners in Ringwood have over twenty years financial services experience, so they provide focused and holistic independent financial advice for clients saving for retirement, approaching retirement or requiring income during retirement. Our advisers offer a personal service to their clients from their local office just off Ringwood High Street and work with clients in Dorset and Hampshire including Ringwood, Fordingbridge, Burley, Verwood, Ferndown, Wimborne and Christchurch.
Howard and Stewart have an extensive experience of most areas of financial planning. They offer pension advice including recommendations on the most effective way to generate income from investments throughout retirement.
Howard Goodship and Stewart Sims-Handcock our Ringwood chartered financial planners are advocates of cash flow modelling which, put simply, provides a visual “roadmap” of a person’s financial future, and helps inform recommendations and a client’s financial decisions.
We offer advice in the following areas:
Financial Planning,
Investments,
Tax and Trust Planning,
Inheritance Tax Planning,
Estate Planning,
Pensions and Retirement – SIPPS, Pension Drawdown, Pension Annuities, Retirement Income Planning, Pension Transfers.
Retirement Income Planning – Pension Drawdown, Pension Annuities
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