How we can help you
Thompson Financial Consulting may be able help you – or your company – better manage your finances so you can create and protect your wealth.
With a full understanding of your true financial position – and the most suitable advice – you will be able to make realistic and achievable plans for the future. For example, you might be able to retire earlier than you expected and still achieve the level of income you need for a comfortable retirement.
With Thompson Financial Consulting you may benefit from a full financial review indicating how close you are to your financial goals – and giving you the chance to amend or change your plans to meet new or changing needs. You’ll also receive ongoing regular reviews of your pensions or investments to ensure potential growth and return.
Investments and Portfolio Planning
What is a good investment for you? That depends on your circumstances, your attitude to risk, your age, your commitments and the state of the market. So you deserve an adviser who takes all these factors into account, and have the knowledge, expertise and experience to find the most appropriate investment for you.
Pensions – Personal and Corporate
If you have a personal pension, you might be surprised to discover just how much is in your pension pot – and to learn the benefits you can gain from ‘freshening up’ your pension planning. For a corporate pension the most appropriate advice and the most appropriate planning are even more important. It requires a full understanding of you and your business, careful choice at the start and regular performance reviews
At Retirement Products
Reached retirement? Want to know the different ways to secure a good level of income into your retirement? You may be surprised to know that you can ‘shop around’ to get a better level of income from your pension monies. Also if you suffer from certain illnesses you may be entitled to more income from your pension savings. Get the information you need to make the most of your pension at retirement.
Protection – Personal and Corporate
Insurance protection may not be something you enjoy thinking about, but – like the fire alarm – it’s something you need to have, even if you hope never to use it.
If you fell ill or died unexpectedly you would want your family and your home to be protected – and you should also consider similar protection for your business and your important employees.
Inheritance Tax
Despite the rule changes in October 2007, it is still vitally important to set up your will and your estate in the right way, so that your family, friends and other beneficiaries will receive the inheritances you have planned for them.
The Financial Conduct Authority does not regulate Taxation Advice and some forms of mortgages.