Lonsdale Wealth Management

Independent Financial Adviser 5 Fridays Court, High St, Ringwood, Hants, BH24 1AB
First meeting at adviser's own cost
Response rating
10/10
FCA verified
17th June 2019
Our Chartered Financial Planners provide personalised independent financial planning advice. We simplify investment management so you make the right choices.
We can advise you on
    • Wealth management
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Howard Goodship
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Stewart Sims-Handcock
Independent Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
Howard Goodship has advised us over the last 20 years and we would thoroughly recommend him. He has always provided us with excellent financial advice allowing us to capitalise on our investments. Howard has always taken time to explain our investment and pension options in a professional and uncomplicated manner and we will be happy to continue using his services.
Mr & Mrs H, Ringwood, Hampshire
Howard recently completed a full financial review for myself and my wife. The process was effectively managed from start to finish. Howard’s attention to detail was absolutely thorough without being at all intrusive. He was unfailingly patient, fully attentive to our needs and feelings and professional in his manner at all times. The Cash-Flow projections he supplied to us were particularly helpful and informative for assisting us with our future planning. We would fully recommend Howard - a financial adviser who listens and who is totally impartial!
Mr & Mrs E, Ferndown, Dorset
Where to find us

5 Fridays Court, High St, Ringwood, Hants, BH24 1AB

Make an enquiry
About us

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.

Our services

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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Lonsdale Services Limited is authorised and regulated by the Financial Conduct Authority. Membership: 225488. Registered in England: 04573693. Registered Office: 3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD.

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