Homer

Welcome to Homer & Co LLP, a premier provider of independent financial advice. We are delighted that you have taken the time to visit our website and trust that you will gain an understanding of our core values and the commitment we have to serving our clients. We are an esteemed firm of Independent Financial Advisers, recognised for our exceptional private client and financial planning work. Our aim is to exceed technically, simplify complex financial issues, and present our clients with options they may not have previously considered. We are dedicated to the advice we offer and place great importance on the way we deliver our services. At Homer & Co LLP, we work in partnership with our clients and other professional advisers such as solicitors and accountants, to provide long-term on-going assistance and guidance, enabling our clients to achieve their financial aspirations.

Our Services

At Homer & Co LLP, we offer services tailored to both private and corporate clients. Our services are built on developing a long-term relationship with our clients, enabling us over time to recommend the most suitable adjustments to their financial planning strategy as events inevitably change.

Private Clients

The foundation of the service we provide to our private clients is centred on developing a long-term relationship that enables us over time to recommend the most suitable adjustments required to our clients' financial planning strategy as events inevitably change. Our commitment lies in developing a thorough understanding of our clients' individual financial circumstances, enabling us to provide tailored advice and strategies that will help them to build and protect their wealth. Our expertise covers all areas of personal financial planning, including retirement planning, investment management, tax planning, and estate planning.

Corporate Clients

The foundation of our service to our corporate clients is based on developing a long-term relationship that enables us over time to recommend the most suitable adjustments required to our clients' financial planning strategy as events inevitably change. Our goal is to build long-term relationships with our clients and assist them in meeting their financial aspirations. Our experienced advisers can provide tailored financial strategies for businesses to help them reach their financial goals. Our expertise covers all areas of corporate financial planning, including pension scheme design and implementation, employee benefits, business protection, and exit strategy planning.

Our Approach

At Homer & Co LLP, we take great pride in our approach to treating customers fairly. We are regulated by the Financial Conduct Authority (FCA) and operate within a regulated environment that prioritises the interests of consumers. Our advice process ensures that we take the time to understand our clients' needs, goals, and preferences before making any recommendations. We create a professional financial planning strategy by following a process that includes:

1. Your Initial Contact: We arrange a convenient time and place to meet. We gather financial information in advance of our meeting to help us develop a clearer picture of your particular situation.

2. Your Review: We assess your current financial position and help identify your goals. We provide information about our services and explain how we charge and the type of advice we offer.

3. Assessing Your Assets and Liabilities: We assess your assets and liabilities and evaluate your attitude to risk, enabling us to provide recommendations tailored to your individual financial circumstances.