Thompson Jenner Financial Services – harnessing the strength of numbers

9th August 2023

For over two decades, Thompson Jenner Financial Services has been a trusted provider of independent financial advice in Devon and the South West. With a growing team of experts, we help clients from all walks of life to achieve their financial goals and prepare for the future.

We believe in putting clients first, taking a personalised approach to financial planning, assessing each individual or family’s unique circumstances and preparing a bespoke report that takes into account their current financial arrangements and future needs. The team can offer advice on a wide range of areas including savings and investments, pensions, mortgages, tax planning, and estate planning. Whatever your goals and aspirations, the team is here to help.

The firm’s growing team includes experts with a broad range of expertise in financial planning. Paul Lucas and Rachel Nicholson are the latest additions to the team, bringing the team up to ten in total.

Paul Lucas is a Chartered Financial Planner and a Fellow of the PFS, with a background in tax planning and brings a wealth of expertise in retirement strategies, dealing with High Net Worth Individuals and property pension funds. Paul helps business owners plan their exit strategy to enable them to retire on their terms with simple, straightforward, intelligent advice and is passionate about simplifying the complex issues to help business owners make the right financial decisions.

Rachel Nicholson is a Financial Advisor with a background in helping individuals, with knowledge in pensions, investments, later life care planning as well as being a specialist in welfare benefits. Having spent many years in the charitable advice sector giving advice and promoting social justice on a range of issues, Rachel then went onto achieve her level 4 Financial Advice qualification in 2018/19 and is well on the way to achieving Chartered Status and becoming SOLLA accredited (Society of Later Life Advisers)

Both Rachel and Paul are committed to delivering the personalised service that Thompson Jenner Financial Services is renowned for.

Thompson Jenner Financial Services provide truly independent advice for a wide range of clients including private individuals and families, owner managed businesses and trustees. 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. Clients’ best interests are at the heart of everything Thompson Jenner Financial Services does, and the team is dedicated to building long-term relationships with its clients. Contact them today and discover the benefits of working with a talented and independent financial adviser.