Wealth Management
Financial advice that you can trust
How do you want to plan for your future?
Use our Lonsdale Lifetime Financial Planner to monitor your cashflow and maximise your retirement income and protect your family’s financial security.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
Employee Benefits
Protecting your employees for life
Our approach
Lonsdale Benefit Consultants provides a high quality professional financial planning service. We offer you a clearly defined service proposition and a transparent fee structure.
We are committed to working in partnership with you to achieve your financial goals. We will be open and honest with you at all times, and act with integrity in everything we do. We believe you have the right to expect value for money from us, which is exactly what we seek to deliver.”
Simon Hawker, Managing Director, Lonsdale
Independent Financial Advisers in Stafford
Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax
Our Independent Financial Adviser – Stafford
Neil and Shelley Homer work in our financial planning team at the Lonsdale Wealth Management Stafford office. Neil has over sixteen years’ experience in the financial services industry.
He 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 to ensure they met their client service requirements. In 2014 he moved back to Stafford with his family and opened the Lonsdale Wealth Management Stafford office, and established himself as an independent financial adviser offering wealth management to clients in Stafford.
Neil’s wife Shelley works with him as his administrator ensuring that client requests are answered efficiently, and Shelley shares Neil’s vision of offering excellent client service.
The Stafford financial planning team moved to their current location Butterfly House in Dunston Business Village Stafford in 2015. Butterfly House is a self-contained lodge offering increased space and a dedicated client meeting room. The team are able to meet clients at their office or any other location.
Neil was responsible for developing the Lonsdale Lifetime Financial Planner, which enables our independent financial advisers to predict a client’s cash-flow. Neil is passionate about cash-flow modelling for his clients.
Neil Homer, independent financial adviser Stafford said: ‘I believe that cash-flow modelling is essential for anyone undertaking financial planning. It is so important to understand your current and future income and expenditure so you can achieve your financial goals in retirement.’
Neil works closely with other professionals within the Stafford area such as solicitors and accountants, to ensure the financial planning he provides to his clients complements the advice they receive in other areas.
Stafford Office
Butterfly House
Dunston Business Village
Dunston
Stafford
ST18 9AB
Tel: +44 (0) 1785 711 578
Fax: +44 (0) 1727 837711
Email: ku.oc.secivreseladsnol@remohn
Financial Adviser: Neil Homer
The Financial Conduct Authority does not regulate Cash-Flow Modelling, Tax Advice, or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.
The Stafford Financial Planning Team
News from our Financial Advisers
08-06-2018
Neil Homer financial adviser Stafford – Financial planning in retirement
Neil Homer, pension advisor, IFA, Stafford recommends what to consider when you retire to make the best pension choices.
25-05-2018
Neil Homer IFA Stafford – Lonsdale use Voyant software for cash flow planning
Neil Homer, financial adviser Stafford explains why Lonsdale Wealth Management recently changed to using Voyant software.
Richard
Porter
Richard is an experienced financial adviser who works in our St Albans financial planning team. He specialises in working with high net worth business owners managing their pension, investment and tax planning.
Simon
Hawker
Simon is the Managing Director of Lonsdale Services and a hugely experienced Financial adviser. Simon works in our St Albans financial planning team, specialising in company and group pensions and holistic financial planning.
Steve
Cook
Steve works in our St Albans financial planning team. He mainly advises corporate clients on Group Personal Pension Schemes, Group Life, Income Protection and Private Medical Schemes.
Mark
Bowen
Mark works in our St Albans financial planning team. With over 25 years’ experience he manages investments, personal finances for individuals, small businesses and organisations.
Simon
Armstrong
Simon works in our St Albans financial planning team. He specialises in offering pre and post retirement planning, investment advice, estate planning and cash-flow planning for individuals.
Book a Free Initial Consultation
Book a consultation with a Financial Adviser at our Stafford office.
Wealth Management
Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.