Allan Thompson Financial Services

Independent Financial Adviser  4 Gledhill Drive, Worksop, Nottinghamshire, S81 8BN
First meeting at adviser's own cost
EXPERT PROFESSIONAL AND RELIABLE, TRUSTWORTHY ADVICE WITHOUT OBLIGATION.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Allan Thompson DIP/4 SoPS- Member of CII
Ifa Principal

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

About us

As a sole trader, I have experience in the financial service industry since 1982.

I am FCA approved, attaining DIP4.
I pride myself on delivering a personal service tailored to the needs of each of my clients.
My initial meeting is free from which any advice and service will be agreed upon at the outset.
Once an agreed fact find is completed further discussion to outline areas of need to be agreed and acted on. My aim is to help you understand EXACTLY what it is you are buying, and appreciate a professional and trustworthy adviser, who would help you make informed decisions, explaining the risks and options available. I want you to be satisfied so that like most of my current clients, would happily recommend to friends or family members, as is so often the case with my existing clients.

Our services

I am passionate about helping clients achieve and maintain their financial independence.

My emphasis is on maintaining a long-term relationship with you and providing you
with a source of trusted advice as your financial needs evolve and change over the years.

My primary objective is to help clients with each area of financial planning process
as they move through the different stages of their lives.

My role is to support my clients whenever the needs arises.

Where to find us

4 Gledhill Drive, Gateford, Nr Worksop, Notts, S81 8BN

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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