Independent Financial Advisers & Chartered Financial Planner in Stafford

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Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Trust Investments, Long-Term Care

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Our Independent Financial Adviser (IFA) – 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 (CFP), the highest industry qualification.

Neil offers financial advice in Staffordshire and Shropshire, with clients in Stafford, Penkridge, Stone, Telford and Shrewsbury.

Neil holds the Chartered Institute of Insurance AF3 and R08 pension qualifications, ensuring he is qualified at the highest level to provide retirement planning advice on private and occupational pensions.

Neil Homer works with local solicitors and accountants to ensure our clients 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.

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 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.

Zoe has worked in financial services for over 20 years and as a Technical Administrator supports Neil with the financial advice he provides to clients. Neil’s wife Shelley works as an administrator ensuring that client requests are answered efficiently. Both Zoe and Shelley share 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.’

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.