20th April 2022
At Thompson Jenner Financial Services, we strongly believe in building a longterm relationship with our clients, through mutual trust and understanding. Reaching this milestone anniversary is a testimony of this. Here is what Ruskin Wilson, the Senior Partner of Thompson Jenner LLP said about the Financial Services arm:
When we started TJFS 20 years ago, it very quickly became a key service offering for our clients, enabling them to access financial services advice in conjunction with their business, accounting and tax needs that Thompson Jenner strive to consistently provide. As TJFS have the same high level professional standards that Thompson Jenner have always adhered to, this has meant that clients get a comprehensive ‘Joined up service’ that ensures they get the best advice in every aspect of their finances. It has been exciting to see the business grow, and with Neil now supported
by 5 staff, and plans for further growth on the horizon, we are confident that TJFS will continue to be as successful for the next 20 years!
Our journey began on 1 April 2002, when Neil Sear joined the Thompson Jenner family and started Thompson Jenner Financial Services, generally referred to as TJFS. In the early days he was assisted by the administrative team within the accountancy practice before one of the secretaries, Julie Martyn, jumped ship to join TJFS in the autumn of 2002. Julie helped to set up many of the administrative systems to allow the business to thrive, and remained with us until her retirement at the end of 2020.
Neil was then joined by a second adviser, Philip Dalley, in the Autumn of 2005 who helped the business grow despite the financial crisis of 2007/08 and the start of the pandemic in 2020. Phil remained with the business until 2020 when he left to change his career path.
Our next addition to the administrative team was Liz Stoyle who joined us in June 2007, so will soon be celebrating 15 years of loyal service. With the industry ever changing, Liz’s role has changed with it, but in recent times has taken control of the company’s fees and commissions system, as well as general administrative work.
With an ever growing client bank, we decided in 2019 that we could add a trainee adviser to the team and took on Laura Hinton in September of that year. She has gone on to become fully qualified and now looks after a client bank of her own.
With Philip and Julie’s departure in late 2020, we needed to replace them and were joined in consecutive months either side of Christmas 2020 by Gemma Rich as a paraplanner and Stephen Walker as a third adviser. We have subsequently strengthened the administrative team with the addition of Kim Landberger in January this year. More details of all of the team can be found in the previous newsletter at the start of 2020.
Throughout the past 20 years our simple goal has been to help all of our clients make or save money and this will remain our aim for both new and existing clients.
Once again, thank you for being part of our company’s success over the years.