Allan Thompson Financial Services
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
-
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Financial planning
- Wealth management
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
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.
I’m out the office for the rest of the day due to a conference but I’ll be back in tomorrow which will be best
For me.
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.
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