
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
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
Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Trust Investments, Long-Term Care
Call our Lonsdale Independent Financial Advisers (IFAs) in Stafford on 01785 711578 for a free financial planning initial consultation.
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.
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.
13-10-2020
In October 2020 Neil Homer our independent financial adviser in our Stafford financial planning team, qualified as a Chartered Financial Planner
09-03-2020
Lonsdale Wealth Management independent financial advisers are listed in the Vouchedfor's 2020 top rated Financial Adviser guide
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 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 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 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 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 consultation with a Financial Adviser at our Stafford office.
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.
As a mortgage is secured against your home or property, it could be repossessed if you do not keep up the mortgage repayments.
Lonsdale Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number: 225488.
The Financial Conduct Authority does not regulate Estate Planning, Lonsdale Pension Trustees Ltd, Tax Planning, Offshore Investments or Lifetime Financial Planning.
The value of tax relief depends on your individual circumstances. Tax laws can change.
Lonsdale Mortgages do not charge a fee for their services, we receive commission from the provider except in instances where we organise additional borrowing for a client with their existing lender, as some providers do not offer commission.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
Registered in England: 04573693. Registered Office: 3 Curo Park, Frogmore, St Albans, Hertfordshire, AL2 2DD.
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