Thompson & Richardson (Financial Services) Lincoln Limited

Independent Ambition House, 3 Oakwood Road, Lincoln, Lincolnshire, LN6 3LH

First meeting at adviser's own cost

Response rating

7.0 /10

14th October 2019

Our objective is to deliver simplicity, transparency, honesty and integrity in everything we do.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Mortgage protection
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Estate planning
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Stockbroking services
- Stockbroking services
Long Term Care
- Long term care

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Meet our advisers

Trudi Giles DipFA

Financial Consultant

Andrew Dyson APFS

Managing Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

Steven Straw Dip PFS

Director

Qualifications & Accreditations Hide qualifications

ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (LIBF)

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

CertPFS (DM) - Certificate Personal Finance Society (PFS)

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

Qualifications & Accreditations Hide qualifications

APFS - Associate, Personal Finance Society (PFS)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

Accreditations

Where to find us

Ambition House, 3 Oakwood Road, Lincoln, Lincolnshire, LN6 3LH

Make an enquiry

About us

Thompson & Richardson (Financial Services) has been established for over 25 years, providing local independent financial advice. Our Consultants have an employment background within financial services including major insurance, bank and building society organisations, with a wealth of knowledge and expertise across all areas of the business.

Our services

We believe in life, anything is possible. Getting there may not be easy or quick. We will identify any hurdles and design and deliver the financial strategy to help you achieve your ambitions in life.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Mortgage protection
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Estate planning
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Stockbroking services
- Stockbroking services
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£50,000

Minimum mortgage value

£0

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Contact options

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a call back Show number Recommend to a friend

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