Independent Financial Advisers & Chartered Financial Planner in Stafford

Neil Homer, Zoe Ward and Shelley Homer work in our financial planning team at the Lonsdale Wealth Management Stafford office. Neil has over twenty years experience in the financial services industry. He is a qualified Chartered Financial Planner, the highest industry qualification.

Call 01785 711578 for a free financial planning initial consultation.

Financial Planning & Wealth Management

Retirement Planning
Advice


35+ Family Matters - Savings, Cashflow, Mortgage and Education

Contact our Stafford financial adviser who will model your cashflow, so you save tax efficiently for your lifetime goals. Get pension advice as it’s never too early to start saving into a pension. We review your pension contributions and provide retirement savings advice. For anyone experiencing a lifestyle change we also offer options for investing a lump sum.

Investment
Planning


55+ Planning retirement or Lifestyle changes

As you head towards retirement focus on your finances and plan. Our advisers help you invest tax efficiently to maximise your finances and retirement income. We model your cashflow, future income and expenditure through different lifestyle scenarios. This helps you know when you can retire, how much retirement income you will receive and whether you can afford to gift to dependents.

Inheritance
Tax Planning


65+ Enjoying Life - Retirement, inheritance tax planning and long-term care

Our financial advisers provide future income and expenditure cash-flow projections so you achieve your retirement goals. We plan how to generate income or capital growth through pension drawdown, annuities or ISAs. We review inheritance tax planning and consider how to tax efficiently pass wealth to your dependents or into trust. We can also provide long-term care funding options.

Our
Clients


Neil offers financial advice in Staffordshire and Shropshire, in Stafford, Penkridge, Stone, Telford, and Shrewsbury. Neil works with local solicitors and accountants to ensure you receive joined up legal, financial and tax advice. Our Stafford office is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society. Call 01785 711578 for a free initial financial planning consultation.

Experienced
& Qualified


Neil has over twenty years’ experience in the financial services industry. He is a qualified Chartered Financial Planner, the highest industry qualification. Neil began his career with Edward Jones and moved to London as a partner in Edward Jones’ US parent company, where he was responsible for managing key relationships with UK and overseas fund managers. In 2014 he moved back to Stafford and opened our Lonsdale office.

Why work
with us?


Neil is qualified at the highest level to provide retirement planning advice. Neil works with Zoe Ward who has worked in financial services for over twenty years. As a Technical Administrator Zoe supports Neil with the financial advice he provides to clients. Neil’s wife Shelley works as an administrator ensuring client requests are answered efficiently. Both Zoe and Shelley share Neil’s vision of offering excellent client service.

We had typically taken investment advice from our bank in the past but were often made to feel like just a number rather than valued clients. Since working with Neil, we feel that we are as important to him as our life savings are to us which gives us comfort that our investments are in good hands. The service we receive from his office is exceptional and we wouldn't hesitate in recommending him.”

Mr & Mrs B, Shropshire

Sifa pro
Dementia friend

Need financial advice?

Call our Lonsdale Independent Financial Advisers (IFAs) in Stafford on 01785 711578 or complete the form below for a free financial planning initial consultation.

Financial Adviser in Stafford

Find the Stafford office

Butterfly House, Dunston Business Village, Dunston, Stafford, ST18 9AB

Professional Award for vulnerable clients Trusted adviser award outstanding customer care award