Thompson & Richardson (Financial Services) Lincoln Limited

Independent Financial Adviser Ambition House, 3 Oakwood Road, Lincoln, Lincolnshire, LN6 3LH
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
16th September 2019
Our objective is to deliver simplicity, transparency, honesty and integrity in everything we do.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Trudi Giles DipFA
Financial Consultant
Elizabeth Hogan BA (Hons), APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Steven Straw Dip PFS
Director
Andrew Dyson APFS
Managing Director
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0

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