Tuesday 2 April, 2024
I enjoy understanding my customer’s financial needs and aspirations and offering financial advice to help them achieve their financial objectives. I work on four key principles: honesty, integrity, reliability and value. Whether customers are saving for a comfortable retirement, trying to maximise tax efficient income or planning school fees, I work with them to formulate a plan, provide independent financial advice on appropriate investments and review their financial plan regularly.”
Book your free
initial consultation
Neil Homer, Chartered Financial Planner
Independent Financial Adviser (IFA), Stafford
Chartered
Financial Planner
Neil is a Chartered Financial Planner, the highest industry qualification. He has worked in financial services for over 20 years. Neil opened our Stafford Lonsdale Wealth Management office in 2010 and Neil works alongside Zoe Ward and Shelley Homer to offer independent financial advice in Staffordshire and Shropshire, with customers in Stafford, Penkridge, Stone, Telford and Shrewsbury.
Career
History
Neil started his career at Edward Jones, building a successful international practice in Stafford. He moved to London as a Partner in Edward Jones’ US parent company, managing key Fund Manager relationships. For the following four years Neil was Head of Client Delivery for one of the UK’s largest wealth advice firms, managing over £5 billion of client assets.
Finance
Advice
After several years of extensive travel with work, Neil settled back in his hometown of Stafford, establishing himself as a Lonsdale wealth management adviser providing high quality independent financial advice to private customers, business owners and trustees. Neil specialises in providing investment planning and financial advice for individuals both pre and post retirement.
Working with
Solicitors
Neil works with local solicitors and accountants to ensure customers receive joined up legal, financial and tax advice.
Lonsdale
Awards
In 2017 Lonsdale Services won the Retirement Planner Award (RPA) Outstanding Customer Care award and the RPA for Best Individual Pension Advice firm in the South East and Anglia in 2018. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
We had typically taken investment advice from our bank in the past but were often made to feel like just a number rather than valued customers. Since working with Neil, we feel that we are as important to him as our life savings are to us which gives us comfort that our investments are in good hands. The service we receive from his office is exceptional and we wouldn't hesitate in recommending him.”
Read more testimonials from Neil Homer’s customers on his VouchedFor profile.
Neil has a genuine interest in achieving the best for customers and is a true professional. Excellent pension advice given in a friendly manner. Very pleased and would highly recommend to anyone wanting to achieve better financial outcomes.”
Read more testimonials from Neil Homer’s customers on his VouchedFor profile.
Neil provided me with a service I would have hard pressed to find anywhere else. I would recommend Neil to anyone in similar circumstances.”
Read more testimonials from Neil Homer’s customers on his VouchedFor profile.
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Monday 11 March, 2024 -
Monday 11 March, 2024 -
Wednesday 21 February, 2024 -
Monday 12 February, 2024Understanding Investments: Cash, Investments and Long-Term Planning
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Friday 2 February, 2024Make use of tax allowances and contribute to your pension before April 6th
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Tuesday 16 January, 2024 -
Thursday 11 January, 2024 -
Tuesday 2 January, 2024Investment ISA's could form part of your New Year financial planning
Need financial advice?
Call our Lonsdale Independent Financial Advisers (IFAs) in Stafford on
01785 711578, or complete the form below for a free initial financial planning consultation.
Find the Stafford office
Butterfly House, Dunston Business Village, Dunston, Stafford, ST18 9AB