Financial Themes LLP.

Independent Financial Adviser 3 Ryan Avenue, Chippenham, Wiltshire, SN14 0TB
FCA verified
5th November 2018
Free First Meeting, qualified Pension Specialist & Investment Manager
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
Meet our advisers
adviser-person
Adam Palmer Dip FA, CeMAP
Senior Partner
adviser-person
Michelle Sharpe
Independent Mortgage Adviser
Where to find us

3 Ryan Avenue, Chippenham, Wiltshire, SN14 0TB

About us

We pride ourselves on providing our clients with bespoke financial advice. We believe that we have been successful for a number of reasons, of which our investment in technology means that our clients get the best in financial advice, services and a unique investment proposition. All of our Financial Advisers are highly qualified, professional and we are supported by a team of paraplanners, administrators and compliance staff. Our advisers do not try and be all things to all people, but each adviser has their own areas of expertise and experience and as a team we can cover all your needs.

Our services

I am a Senior Partner of Financial Themes LLP with over 18 years experience in Financial Services. I will travel to see you for our first face to face appointment, which is at my own expense. I believe that the key to successful advice is creating a trusting long term relationship with my clients so that I can provide financial advice that is altogether individual. With regular ongoing reviews I am able to ensure that clients' financial plans remain on track to meet their goals. New enquiries are always welcome.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000

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