Davenport Thomas

Independent Financial Adviser 14 Spring Grove, HAMPTON, TW12 2DP

First meeting at adviser's own cost

Response rating

7.0/10

8th October 2018

Professional advice service within an ethical and transparant charging structure. Holistic service, Core areas are Pension, Investment, Inheritance Tax planning

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- Socially responsible investments
- Unit trusts
Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self employed
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Richard Mumford BA (Hons) Dip PFS, CERTS CII (MP & ER)

Financial Consultant

Where to find us

14 Spring Grove, HAMPTON, TW12 2DP

About us

At Davenport Thomas, we offer a professional financial planning service to help with all your short, medium and long term financial planning requirements within an ethical and transparent charging structure. We offer a free discovery meeting with no obligation, this enables us to find out more about you and very often agree a course of action points moving forward.

Our services

We are regularly helping clients increase their income in retirement from Pensions and Investments/savings. We look at utilising Tax efficiend savings vehicles, Capital Gains Tax allowances, other vehicles where income doesn't affect age allowances and often help clients move assets outside of their estate while enjoying the same level of income for the rest of their days.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- Socially responsible investments
- Unit trusts
Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Self employed
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£250,000

Contact options

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