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Wealth Management

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.

USE OUR FINANCIAL PLANNER

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

Employee Benefits

Protecting your employees for life

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

Pension Trustees

Independent professional pension trustees

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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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

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 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.

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.

Financial Planning Case Study

News from our Financial Advisers

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.

16-04-2019

Neil Homer, IFA Stafford, featured in Sunday Times VouchedFor list

VouchedFor chose Lonsdale Wealth Management independent financial adviser Neil Homer to appear in their 2019 Guide of the UK’s top rated advisers.

The Stafford Financial Planning Team

Read more about our team of Independent Financial Advisers in Stafford.

Book a Free Initial Consultation

Book a consultation with Financial Adviser Neil Homer.

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Wealth Management

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.