Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Mortgages
Mortgages are one of the largest single transactions in most people’s lives.
Long-Term Care
Please contact us to find out how we can help you achieve your financial objectives.
Auto Enrolment
Auto enrolment helps people save for later life through a workplace pension.
Contact Us
Please contact us to find out how we can help you achieve your financial objectives.
Our sister company
Our service is enhanced by the expert knowledge and guidance we can rely upon from our sister company, Thompson Jenner LLP, which has extensive experience concerning finance and tax, providing a seamlessly integrated service.
Thompson Jenner LLP
1 Colleton Crescent
Exeter
Devon
EX2 4DG
Tel 01392 258553
Email exeter@tjllp.com
Thompson Jenner LLP
28 Alexandra Terrace
Exmouth
Devon
EX8 1BD
Tel: 01395 279521
Email exmouth@tjllp.com
Want to know more?
To find out more or to arrange a meeting with us, please call 01392 258553,
or email enquiries@tjfs.co.uk