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

Pensions & retirement

chevron_up

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

Mortgages

chevron_up

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

Investments

chevron_up

check

Ethical investments

check

ISA / Unit Trusts / OEICs

check

Investing for income

check

Investment trusts

check

Socially responsible investments

check

Unit trusts

check

Savings

chevron_up

check

Lump sum

check

Regular savings

check

Savings for children

check

School fees planning

check

Insurance & protection

chevron_up

check

Critical illness

check

Healthcare

check

Income protection insurance

check

Life insurance

check

Tax & trust planning

chevron_up

check

Capital gains tax

check

Estate planning

check

Income tax

check

Taxation planning

check

Business

chevron_up

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 1st March 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

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£250,000

Special offers

Choose an Unbiased exclusive special offer:

Advice methods

Telephone
Online (Live chat, video, email)
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 1st March 2021

Similar advisers near you

Polestar

Independent Financial Adviser 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

Pennymatters Ltd

Independent Financial Adviser 2.47 mi

See profile

Employee Benefits Partnership Limited

Independent Financial Adviser 2.67 mi

EBP provides expert bespoke advice to individuals and businesses to help achieve their financial goals and/or business planning objectives.

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.