HOMER & CO

Private client services

PRIVATE

Developing long-term relationships


The foundation of the service Homer & Co LLP provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Homer & Co LLP has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice

  • Investment strategies
  • Pension planning (including income drawdown)
  • Tax planning strategies
  • Life and health insurance
  • School fees planning
  • Estate planning

// GET IN TOUCH

homer&co

ADDRESS
3 Kinsbourne Court
96-100 Luton Road
Harpenden
Hertfordshire AL5 3BL

CONTACT
+44 (0)1582 463150
info@homer-co.co.uk
www.homer-co.co.uk

2018 Homer & Co LLP. Homer & Co LLP is authorised and regulated by the Financial Conduct Authority no: 498583 and is bound by its rules. Homer & Co LLP is a Limited Liability Partnership.Registered in England and Wales Company No. 0C344040. Registered Office: The Robbins Building, Albert Street, Rugby. FCA Firm Number: 498583 Legal. The information contained in this website is subject to the UK regulatory regime and based on our understanding of UK taxation laws. It is therefore subject to change. The website is primarily targeted to UK residents aged 18 and over.

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