Allan Thompson Financial Services

Independent Financial Adviser 4 Gledhill Drive, Gateford, Nr Worksop, Notts, S81 8BN
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
EXPERT PROFESSIONAL AND RELIABLE, TRUSTWORTHY ADVICE WITHOUT OBLIGATION.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Allan Thompson DIP/4 SoPS- Member of CII
Ifa Principal
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

ATFS ACTING AS SOLE TRADER, ALLAN THOMPSON HAS DIP-4 QUALIFICATION AND STATEMENT OF PROFESSIONAL STANDING ADHERING TO TREATING CUSTOMERS FAIRLY CHARTER.

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