For over 20 years Thompson Jenner Financial Services has been offering independent financial advice to a broad range of clients across Devon and the South West, which takes both a short and long-term view of your personal finances, your existing situation, your plans for the future and that of generations to come.
Our simple goal is to help all of our clients make or save money.
We achieve this through careful research of the marketplace to ensure that the best deal available is found for mortgages and insurance related business. We carefully monitor investments and pensions to ensure the best possible returns are achieved, using the most tax efficient methods available.
We treat every client as an individual and prepare a personalised report based on a detailed analysis of you and your family’s current financial arrangements and needs. We will help you make plans to achieve your dreams and aspirations, alongside considering the requirements and commitments you have now and will have in the future.
All of our advisers are fully qualified in their specialised field, including Long Term Care, Equity Release, Defined Benefit Pension Transfers and Advanced Mortgage Advice, giving you assurance that the advice you will receive is professional and accurate.
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.
We offer a free, no obligation initial consultation.
Appointments for our Devon financial services can be held in our offices at Exeter or Exmouth during office hours. However, if it is more convenient, we can arrange for the appointment to be held at your home address or business premises. Call 01392 258553 to arrange a free initial meeting, or meet the team here.
Thompson Jenner Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.