Introducing our Lonsdale Financial Planning team in Stafford

Friday 11 November, 2016

Introducing our Lonsdale Financial Planning team in Stafford - our Stafford Independent Financial Adviser

We recently added the Stafford financial planning team page to our website, so anyone looking for independent financial advice in Stafford can review the work of our Stafford team.

Local independent financial advice in Stafford

Neil Homer and his wife Shelley manage our Lonsdale Services Stafford office.  Neil has worked in financial services for over 15 years.  He began his career at Edward Jones, where he built up a very successful financial advice practice in Stafford.  After a spell in London where he was promoted to Partner in Edward Jones’ US parent company, and worked as Head of Client Delivery Neil decided to settle back in his home town of Stafford with his family and concentrate on providing independent financial advice to private clients, business owners and trustees.  
Neil is a very experienced independent financial adviser.  He specialises in cash flow modelling and established the Lonsdale Services Lifetime Financial Planner.  Neil also works with a number of professional intermediaries as he advises clients on inheritance tax planning which sometimes results in the need to set up a trust.

Neil Homer, independent financial adviser, Stafford said:

’We are really enjoying providing local independent financial advice to our clients in Stafford and the surrounding area, and our client base is growing through referrals.  I am a great advocate of cash flow modelling, and my clients have benefited from setting up a Lonsdale Service’s Lifetime Financial Plan.  By regularly revisiting a client’s financial plan I provide a financial road map which helps clients understand how close they are to achieving their retirement planning goals.

'The Financial Conduct Authority does not regulate tax advice or trusts' 
 

 

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