HOMER & CO
Our services
SERVICES
Honesty, reliability and an excellent service
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Homer & Co LLP has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for many years and throughout this period we've developed many good friendships.
Homer & Co LLP offer both personal and corporate advice on a whole range of financial services including the following:
Private clients
- Retirement and pension planning
- Investing for capital growth or income
- School fees planning
- Tax planning and mitigation*
- Protection against critical illness
- Income protection
- Inheritance and succession planning
- Long-term care
- Private`medical insurance*
- Family protection life assurance
Corporate clients
- Employee benefits implementation and management
- Flexible employee benefits menu systems
- Group and executive
- Pension schemes
- Group income protection
- Group Private Medical Insurance
- Group death-in-service and dependants benefit schemes
- Partnership and directors share protection
- Key person business protection
- Advice for your employees if required
*The Financial Conduct Authority (FCA) does not regulate all of these products and services