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Financial Services Partners

  1. Ringwood
  2. Park Orchards Finance

Reviews, get directions and contact details for Financial Services Partners

"Howard Goodship and Stewart Sims-Handcock are independent financial advisers IFA's who offer independent financial advice and investment management to clients in Ringwood and the surrounding Dorset and Hampshire towns of Fordingbridge, Burley, Verwood, Ferndown, Wimborne and Christchurch. Our financial advisors are chartered financial planners CFP, the highest industry qualification. They offer a free, no obligation initial meeting to identify how they can add value to any financial planning and investment decisions. Our financial consultants specialise in cashflow modelling, investment advice, pension advice, retirement planning, inheritance tax planning IHT, protection and trust investments."
Address: 1a/33-37 Heatherdale Rd, Ringwood VIC 3134, Australia
Phone: (03) 9873 7778
State: Victoria
City: Ringwood
Zip Code: 3134


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Reviews
Chris and I needed pension advice and Stewart at Lonsdale was recommended to us, with his excellent credentials we couldn’t be more pleased and we look forward to a long term relationship with him. Stewart’s professionalism, friendly manner, patience, advice and guidance has been invaluable to us. It’s also good to know that Lonsdale have an office in Ringwood with a brilliant team. We have no hesitation in recommending Stewart.
After my husband died I was recommended to have a consultation with Howard at Lonsdale. Best thing I ever did. He has taken away all my worries, handling my portfolio in a professional and supportive manner, also making sure my son is kept informed of all transactions. Highly recommended.
I’ve been extremely impressed by the service Stewart and the team have given me. Stewart has been very understanding of my circumstances and taken time to give me clear advice and information. The team are friendly, approachable and professional. I would not hesitate in recommending Lonsdale Ringwood to others. Thank you!
I have used the services of Lonsdale Wealth Management ever since the Company opened their Ringwood office. Both Howard and Stewart are extremely helpful with their advice. They make you feel at ease and are not at all pushy with their products. Their costs are very reasonable and they give you confidence to put your trust in them.
The team at Lonsdale Wealth Management Ringwood are highly professional, proactive and friendly. The advice given shows care for the individual and consideration of their circumstances. We would heartedly recommend the team to both knowledgeable investers or for those seeking guidance with their financial affairs. Thank you for your time and professionalism.
Clear, comprehensive advice from Howard, as always. Most importantly, he listens and is able to offer a range of strategies to meet our goals. Presentation of data is clear and easy to follow. First class personal service, offering reassurance and clarity.
So glad I made that initial phone call to Lonsdale. Howard has been so helpful since in providing tailored information and advice. He has a kind, supportive and highly professional manner. Taking advice in our forties was the right decision. No hesitation in recommending.
My wife and I had had a very good service from, and relationship with, Stewart when he was at another Wealth Management Firm. Unfortunately, for us, Stewart left that firm and we could not get on with his replacement. We researched another adviser who turned out to be equally out of touch with our needs. Eventually we tracked down Stewart at Lonsdale and he has quickly restored our faith in Financial Advisers with his sympathetic understanding of our situation, comprehensive council and recommendations.
Stewart worked closely with us to understand our requirements and risk tolerance before advising on possible retirement planning options and helping to consolidate some of our existing retirement funds to reduce management charges. We see value in maintaining an ongoing relationship to help track progress against our financial goals as we get closer to retirement.
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