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 clients 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 clients, 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 clients receive joined up legal, financial and tax advice. He is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

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.

Chartered fianancial planner

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 clients. 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.”

Mr & Mrs B, Shropshire

Read more testimonials from Neil Homer’s clients on his VouchedFor profile.

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.

Neil Homer Richard Porter Financial Adviser

Find the Stafford office

Butterfly House, Dunston Business Village, Dunston, Stafford, ST18 9AB