Independent Financial Advisers in Stafford

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Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax

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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.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

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.