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
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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
I enjoy understanding my client’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 clients 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.
Neil Homer, Independent Financial Adviser (IFA), 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
Neil is a Chartered Financial Planner (CFP), the highest industry qualification, and has worked in financial services for over 20 years. Neil offers independent financial advice in Staffordshire and Shropshire, with clients in Stafford, Penkridge, Stone, Telford and Shrewsbury.
Neil started his career at Edward Jones, where he built up one of the most successful and profitable international practices in Stafford. He moved to London to become a Partner in Edward Jones’ US parent company, where he managed key relationships with UK and overseas Fund Managers, ensuring they met client expectations and requirements.
For the following four years Neil worked as Head of Client Delivery for one of the UK’s largest and fastest growing wealth advice firms, managing over £5 billion of client assets.
After several years of extensive travel with work, Neil settled back in his home town of Stafford with his family, establishing himself as a 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.
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.
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.
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.
Neil Homer – To learn more about Neil’s investment career, please read his LinkedIn profile.
Independent Financial Advisers in Stafford – Read more about our team.
At March 2020 59 of Neil’s clients reviewed him on Vouchedfor and he was featured in their 2020 Guide To The UK’s Top Rated Financial Advisers.
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.
How Neil Homer added value with his independent financial advice.
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
Read more about our team of Independent Financial Advisers in Stafford.
Call our Lonsdale Independent Financial Advisers (IFAs) in Stafford on 01785 711 578 for a free financial planning initial consultation.
Book a consultation with Financial Adviser Neil Homer.
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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