Thompson Financial Consulting Ltd

Independent Financial Adviser  Thompson Financial Consulting Ltd, Suffolk, Ipswich, IP7 6HY
First meeting at adviser's own cost
Creating Wealth and Protecting Wealth is what we do. We make your financial plans a reality.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Estate planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR Mark Thompson DipPFS
Independent Financial Adviser / Company Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
“At the face to face meeting, Mark went through the changes that needed to be made to help continue to build my pension fund value. The highlights of the review were: – A massive £41,680 INCREASE in pension fund value; – This equates to 11.14% annual growth rate AFTER charges; – Switches made to my investment to help keep the fund value growing; – Review carried out promptly; – Understanding my financial needs now and works with me on my future financial requirements. Switching to Thompson Financial Consulting has been one of the best financial decisions I have made…”
David De......, Ipswich
“Mark spent a lot of time with us and treated us in a very courteous and professional manner. He was able to inspire confidence with his extensive knowledge of the financial market and various products and services which would suit our needs…”
Mr R & Mrs C L...., Sudbury
Your clear and unbiased advice, and the manor inwhich you conveyed it, has made the whole process as easy as I could have hoped for and I am convinced that your efforts have made a material difference to the final value of my investments. Thank you for your tenacity, your attention to detail and your obvious desire to achieve the best result that you can for your clients.
Fraser H......, Ipswich
About us

Our office is based in Hadleigh. We can arrange to meet you at our offices, in your home or at your place of work.

Our services

We help you achieve your financial goals. With our expert advice and getting to know you and what you want, we work with you to ensure you have a complete understanding of your financial goals and the ways you can achieve them.

We offer face to face regular reviews to keep your financial plans and goals on track and to ensure you are aware of any changes that may need to be made. This give you the confidence in the decisions that are made.

Where to find us
Head office address: Thompson Financial Consulting Ltd, 8 Stone Street Court, Hadleigh, Suffolk, Ipswich, IP7 6HY
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 29th March 2021

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