We can offer advice on all aspects of financial planning and have access to the product ranges of the majority of insurance companies and investment houses in the UK. We can provide guidance on all areas of pensions, including transfers from occupational schemes, switching of personal pensions and flexible retirement options. Also, we have access to over 2000 different mortgage deals from the leading and most competitive mortgage lenders. Ensuring we recommend the mortgage that best suits your requirements and circumstances.
Our aim is to enable you to acquire the financial rewards of successful financial planning. The comprehensive financial advice, services and support that we offer is tailored to fulfil your needs and aspirations, so that you can face the future with confidence.
We offer a free initial no obligation consultation. If, as a result, you decide that you would like to become a client, we provide a range of payment options and service levels to suit your needs.
For arranging all forms of contracts involving investments, we can be remunerated by way of fees, or through adviser charging, where we receive payment directly from the funds invested in the contracts which were arranged on your behalf. This replaces previous commission methods which were paid out of the charges and were considered less transparent.
For non-investment business such as mortgages and life assurance policies, we are still remunerated by way of commission payments and introducer fees from the providers as we have been in the past.
Please see a copy of our:
Client agreement for investments
Client agreement for mortgages and insurance
Client privacy notice and marketing consent
We will still be able to offer specific advice where no contracts are arranged on a fee paying basis. The majority of the products and services are detailed in our agreements, but there will always be a situation where we need to discuss specific terms with you before doing business.
In all cases, you will know from the outset what our charges are and what you can expect to pay so that you won’t face any unpredicted surprises at a later date. If circumstances dictate that we have to carry out far more work than expected, we will discuss this with you and ensure that you are happy with the costs before we proceed.
Our services are enhanced as we have extended resources and expert advice in the areas of corporate finance and tax from our sister company Thompson Jenner LLP. This enables us to provide 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. Please call Neil Sear on 01392 258553 to arrange a free initial meeting.
Thompson Jenner Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
