Homer

At Homer & Co LLP, we are a highly respected firm of Independent Financial Advisers based in Harpenden, Hertfordshire. We combine extensive expertise with a genuine passion to empower our clients to achieve financial clarity and security.

Our Mission

Our mission is to provide clients with personalized, impartial, and holistic financial guidance that aligns with their unique aspirations and circumstances. We believe in building lasting relationships built on trust and open communication.

Who We Are

Our experienced team is led by Derek Homer, who established the firm with the vision of providing exceptional financial planning and guidance to clients. We are committed to staying abreast of industry trends and regulations to offer the most relevant and effective advice to our clients.

Our Approach

We take a tailored approach to financial planning, considering your individual needs, goals, and preferences. Our process involves:

1. Initial Contact: We meet with you to understand your financial situation, concerns, and aspirations.

2. Review: We assess your current financial position and identify your financial goals.

3. Strategy Development: We work together to create a personalized financial plan that aligns with your individual needs and circumstances.

Our Services

Our comprehensive range of services includes:

• Private Clients: Comprehensive financial planning, wealth management, retirement planning, estate planning, and tax optimization.
• Corporate Clients: Business valuation, mergers and acquisitions, employee benefits consulting, succession planning, and retirement planning.

Our Values

Our values guide us in everything we do:

• Integrity: We adhere to the highest ethical standards and act with transparency and objectivity.
• Client Focus: We prioritize your needs and goals, always acting in your best interests.
• Expertise: We leverage our deep industry knowledge and experience to provide tailored solutions.
• Innovation: We embrace advancements in financial planning technology to enhance your experience.
• Communication: We prioritize clear and concise communication, ensuring you are fully informed and engaged.