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  11. Lonsdale Wealth Management (Stafford)

Lonsdale Wealth Management (Stafford)

Independent Financial Adviser  Butterfly House, Stafford, ST18 9AB
First meeting at adviser's own cost
Lonsdale Wealth Management offer clear and professional independent financial advice to help you make the right decisions about your future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Stockbroking services
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 24th January 2022
Meet our advisers
MR Neil Homer Dip PFS
Chartered Financial Planner
Accreditations
Chartered financial planner - individual adviser accreditation
About us

We combine market leading technology and independent investment research with many years experience of financial markets. Our advice is governed by our Investment Policy Committee to ensure our clients receive tailored financial advice to suit their individual needs.

We want you to feel in control of your financial future and understand how your funds are being invested, comfortable in the knowledge that your investments are tailored for you and reviewed regularly in order to meet your defined financial plan.

Our services

Lonsdale Wealth Management is founded on four key principles – honesty, integrity, reliability and value. Our Independent Financial Advisers work from 6 offices across the UK. Our goal is to communicate independent financial advice in an open and straightforward manner. We offer financial planning in the following areas:

• Stocks and Shares
• Corporate Bonds and Gilts
• Mutual Funds
• Investment Trusts
• ISAs
• SIPPs
• Retirement Income Options
• Life Assurance

o Retirement planning
o Estate planning
o Investment planning
o Protecting your wealth and your family

Where to find us
Head office address: Butterfly House, Dunston Business Village, Dunston, Stafford, ST18 9AB
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 24th January 2022

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