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
Neil Homer
Independent Financial Adviser, IFA, Stafford
Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Trust Investments, Long-Term Care
Neil has over 18 years’ experience in financial services, starting 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 offers financial advice in Staffordshire and Shropshire, with clients in Stafford, Penkridge, Eccleshall and Stone.
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. Neil is continuing to study towards the Advanced Diploma in Financial Planning to become a Chartered Financial Planner, CFP.
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.
Case Study
Modelling different financial planning scenarios.
How Neil Homer added value with his independent financial advice.
News from our Financial Advisers
09-03-2020
Lonsdale consultants in Vouchedfor’s 2020 top rated Financial Adviser guide
Lonsdale Wealth Management independent financial advisers are listed in the Vouchedfor's 2020 top rated Financial Adviser guide
30-09-2019
How much money do I need to retire on?
The key to having enough money in retirement is to carefully consider your financial goals and assess your income, expenditure and savings.
The Stafford Financial Planning Team
Neil Homer
Financial Adviser
Stafford
Shelley Homer
Administrator
Stafford
Zoe Ward
Technical Administrator
Stafford
Read more about our team of Independent Financial Advisers in Stafford.
Call Neil Homer
Call our Lonsdale Independent Financial Advisers (IFAs) in Stafford on 01785 711 578 for a free financial planning initial consultation.
Book a Free Initial Consultation
Book a consultation with Financial Adviser Neil Homer.
Wealth Management
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.