1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Berkshire
  8. breadcrumb-arrow
  9. Crowthorne
  10. breadcrumb-arrow
  11. Davenport Thomas

Davenport Thomas

Independent Financial Adviser  8 Oak Apples Drive, Crowthorne, RG45 7AZ
First meeting at adviser's own cost
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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Richard Mumford BA (Hons) Dip PFS, CERTS CII (MP & ER)
Financial Consultant
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.

Where to find us
Head office address: 8 Oak Apples Drive, Crowthorne, RG45 7AZ
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 18th October 2021

Similar advisers near you

Berkshire IFA
Independent Financial Adviser 0.41 mi
Coronavirus 2021 Update - we are open and can conduct Video Meeetings. We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
 
See profile
Polestar
Restricted - whole of market 1.82 mi
Specialise in: Retirement Planning, Pensions, SIPP's, Annuities, Investments, NISA's, Family Protection, Critical Illness Cover, Estate Planning, Inheritance Tax, Wills, Trusts
 
See profile
The Private Office
Independent Financial Adviser 2.18 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 2.2 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile