Neil Homer
Independent Financial Adviser & Chartered Financial Planner, 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

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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.