Neil Homer, Stafford IFA passes Advanced Financial Planning exam
Friday 20 July 2018
Neil Homer, Lonsdale Wealth Management independent financial adviser in Stafford, passed the Advanced Diploma Pension Planning exam (AF3) in April
Wealth Management
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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
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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
Latest News
Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford and Ware.
LGT Vestra – Quarter 2 market review
Wednesday 11 July 2018
LGT Vestra reviews the equity and bond markets for Quarter 2 2018
Lonsdale Trekkers complete Trek26 and raise £3600 for Alzheimer’s Society
Wednesday 11 July 2018
The Lonsdale Services team completed the Alzheimer’s Trek26 Yorkshire Three Peaks challenge walk on 30th June.
Lonsdale Services win Best Individual Pension Advice firm in 2018 RPA Awards
Wednesday 20 June 2018
Lonsdale Services wins the Best Individual Pension Advice firm award for the South East and Anglia region, at the Retirement Planner Awards
Allan Ross IFA Ware ‘highly commended’ in RPA Estate Planning Awards
Wednesday 20 June 2018
Allan Ross, IFA in Ware was runner up and ‘highly commended’ in the 2018 Retirement Planner Awards Best Estate Planner Adviser category
Lonsdale Trekkers raise £1200 of £1,500 target for Alzheimer’s Society
Friday 8 June 2018
The Lonsdale trekkers have currently raised £1000 of their £1,500 fundraising target for Trek26. Read our article below to see how you can donate.
Neil Homer financial adviser Stafford – Financial planning in retirement
Friday 8 June 2018
Neil Homer, pension advisor, IFA, Stafford recommends what to consider when you retire to make the best pension choices.
Allan Ross, Lonsdale IFA, Ware shortlisted for Finance Monthly Global Award
Wednesday 30 May 2018
Allan Ross, IFA in Ware has been shortlisted for the Finance Monthly Global Award 2018 for the Adviser of the Year UK in Share Dealing Services.
Neil Homer IFA Stafford – Lonsdale use Voyant software for cash flow planning
Friday 25 May 2018
Neil Homer, financial adviser Stafford explains why Lonsdale Wealth Management recently changed to using Voyant software.
Retirement Planner Awards finalist - Best Individual Pension Advice firm
Friday 18 May 2018
Lonsdale Services is a finalist in the 2018 RPA Best Individual Pension Advice firm category (south east/anglia) and two other categories.
Mark
Slobom
Mark specialises in helping clients meet their pre-retirement investment needs and provide their income in retirement. He is a member of our Harpenden financial planning team.
Simon
Prestcote
Simon Prestcote is a Chartered Wealth Manager working in our North London financial planning team. He specialises in helping private clients with their retirement, investment and estate planning.
Deb
Nolan
Deb works in our Leeds / Bradford office. In 2017 she won the Retirement Planner Outstanding Customer Care Award for Lonsdale Services with her client case study.
Neil
Homer
Neil works in our Stafford financial planning team and has over fifteen years financial planning experience. He specialises in providing investment planning and financial advice for individuals.
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.
Allan
Ross
Allan works in our Ware financial planning team. Allan’s areas of expertise is advising clients on how to properly mitigate inheritance tax, and how to fund long term care.
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.
Aaron
Abraham
Aaron works in Harpenden but offers investment advice and pension advice in central and south London. Aaron has offshore experience so provides financial planning advice to returning expats.
Ray
McHugh
Ray McHugh works in our North London financial planning team. Ray’s background is in Corporate Pensions, Retirement Planning and investment planning for individuals.
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.
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.
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.
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Trending News
11-07-2018
Lonsdale Trekkers complete Trek26 and raise £3600 for Alzheimer’s Society
The Lonsdale Services team completed the Alzheimer’s Trek26 Yorkshire Three Peaks challenge walk on 30th June.
20-06-2018
Allan Ross IFA Ware ‘highly commended’ in RPA Estate Planning Awards
Allan Ross, IFA in Ware was runner up and ‘highly commended’ in the 2018 Retirement Planner Awards Best Estate Planner Adviser category
20-07-2018
Neil Homer, Stafford IFA passes Advanced Financial Planning exam
Neil Homer, Lonsdale Wealth Management independent financial adviser in Stafford, passed the Advanced Diploma Pension Planning exam (AF3) in April
20-06-2018
Lonsdale Services win Best Individual Pension Advice firm in 2018 RPA Awards
Lonsdale Services wins the Best Individual Pension Advice firm award for the South East and Anglia region, at the Retirement Planner Awards
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.