Thompson & Richardson (Financial Services) Lincoln Limited

Independent Financial Adviser  Ambition House, Lincoln, Lincolnshire, LN6 3LH
First meeting at adviser's own cost
We believe in life anything is possible, we will identify any hurdles to design and deliver a plan to help you achieve your every ambition in life.
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Accident & sickness
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Buildings and contents
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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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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Trudi Giles DipFA
Financial Consultant
Andrew Dyson APFS
Managing Director

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

Steven Straw Dip PFS
Director

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Elizabeth Hogan BA (Hons), APFS
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

Accreditations
Chartered Financial Planner
About us

Thompson & Richardson might be a long established, proven provider of Financial Planning services in Lincolnshire over the last 35 years, but the team who deliver it are a young ambitious group, who have proven over the past 3 years that they are a force to be reckoned with.

Achieving recognition as a Top 100 Advisory Business in 2016 was a real accolade for the hard work the team put in on winning new clients, achieving qualification success and delivering top quality client service. To repeat it in 2017 was amazing, so imagine how it felt to get ‘three in a row’ in 2018!!

When selecting an adviser to help you through the financial jungle of life, choosing the right one is a minefield, because you are entering into one of the most important and potentially valuable professional relationships, you will have. And that’s why client relationships are so important to the team at T&R.

Our services

We aim to help our current and future clients to make sense of all matters financial in an ever more complex and rapidly changing world.

Thompson & Richardson aim to make a difference. Our objective is to deliver simplicity, transparency, honesty and integrity in everything we do...

At Thompson & Richardson, we are passionate about helping you achieve your financial aspirations. We work closely with you to understand your short, medium and long term financial goals as well as your attitude to financial risk. We form long lasting relationships with all our clients and our aim is to create a bespoke financial plan specific to your needs that is reviewed and updated on a regular basis.

Where to find us
Head office address: Ambition House, 3 Oakwood Road, Lincoln, Lincolnshire, LN6 3LH
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
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
7.0/10
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FCA authorised
Last authorised 25th May 2020

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