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Place Category: Professional Services
We help people attain their life goals, by planning for their financial future and security. For most people, financial security for themselves and their families is of the greatest importance.
We take time to ensure that we fully understand your goals and what is important to you. Many of our clients have been with us for over 15 years. Together we plan and evolve a package to support your goals and your priorities. Clients receive face to face meetings and on-going advice from a local organisation backed by the resources of St. James’s Place Wealth Management. This combines the strengths of a FTSE 100 company with the understanding and of a local business.
Our expertise covers the broad spectrum of financial planning and will help you and your business.
Services and products:
- Investment Planning
- Retirement Planning
We want to help you understand and manage your finances to give you the best outcome. Most people want the peace of mind that their finances are being professionally managed. We can make this happen.
For more information, contact us on 01884 255471 or visit the website at www.thompsonfinancialadvisers.co.uk
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Hugh is very happy to provide other BHBA members with a free consultation to look at see whether members financial arrangements are fully supporting their life plans. This would be offered on a no-obligation basis.