Investment Planning

At Thompson Jenner Financial Services we firmly believe that the key to financial success is a diversified and balanced portfolio which is invested at a level of risk you feel comfortable with and are able to take.

Investment Advice

It is our role as independent financial advisers to help you choose the right investments in order to help you meet your financial objectives. Sensible investment planning revolves around understanding what your investment aims are. We aim to help you develop an investment strategy that is appropriate for your needs, using investments that suit your attitude to risk and capacity for loss.

All our recommendations take account of your tax position to minimise any tax liability.

Risk Versus Reward

When an individual is deciding what sort of savings or investment is right for them, one of the first things to consider is the risk to reward ratio. This refers to the fact, that generally, the more risk you are willing to take with your investment, the higher the potential rewards that can be gained, however, conversely the fall in the value of the investment can also be that much greater.

There are therefore a number of investment opportunities that can be considered as part of your personalised investment review and portfolio which include:

  • Deposit Accounts
  • Investment Bonds
  • Fixed Interest Securities
  • Property
  • Equities
  • National Savings & Investment (NS&I) products
  • New Individual Savings Accounts (NISAs or ISAs)
  • Lifetime ISA’s (LISAs)
  • Unit Trusts
  • Open-Ended Investment Companies (OEICs)
  • Structured Products

Existing Investments

Over the years, you may have taken out various investments which were right for you at the time and performed well in the past, but is that still the case? We can carry out a thorough review of all your investments to ensure that you are getting the best returns and achieving maximum tax efficiency, whilst ensuring that you are comfortable with the degree of risk involved and the overall investment strategy. Our aim is to help you outperform average returns and add value to your investment portfolio.

Discretionary Fund Management

Thompson Jenner Financial Services do not hold stockbroking or discretionary fund management regulatory permission, but we do have close links with several local and national firms who do. We can therefore introduce them to you and work with them to ensure all of your investment plans work together. If you hold or wish to hold a portfolio of shares or other securities and want them managed for you, please contact us and we can arrange an introductory meeting.

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 at your home address or business premises.

Thompson Jenner Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.

We would love to meet you, which is why we offer all new clients a free, no obligation initial consultation. Click the contact button below to see all the methods to get in touch with us and if you like you can leave an email enquiry with the form provided and we will contact you to arrange a time and date.

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