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