Financial Planning
Financial Planning
As a Thompson & Richardson Wealth Management client you can rest assured that we will have a clear understanding of what you want to achieve in the coming years, supported by a professional financial plan that is under constant review to ensure it remains fit for purpose. Before we are able to provide you with any advice, it is essential that we get to know you. To do this we will ask you a range of questions to help understand what your goals and aspirations are. Once we have a clear picture of what you want to achieve, we will need to know what financial resources you have set aside to achieve these goals.
Investment
Retirement Planning
Retirement Planning
Looking forward to and planning for your retirement generally brings a mixture of emotions – excitement, anticipation, apprehension, fear and maybe even depression!
- Saving for your retirement
- Enjoying your retirement
Wealth Preservation
Wealth Preservation
Whilst no one can claim to cover all life’s eventualities, we always work with you to consider the principal risks to you and your family along life’s highway and how best to safeguard against them.
Estate Planning
Estate Planning
Having worked hard to build up your wealth, there comes a point in life where the concern about it’s destiny and the effects, start to be considered. Devising a suitable strategy to reduce the impact of Inheritance Tax upon your estate is a challenging and emotive subject, with no simple ‘off the shelf’ solutions because each person and family situation is unique.
Property Purchase
Property Purchase
Whether it is buying your first home, moving up or down, planning to extend/renovate or to invest in property, Thompson & Richardson’s mortgage team can assist you at every step and stage, by removing the hassle from finding the most appropriate mortgage solution in the market.
Corporate/Business
Corporate/Business
We have a wealth of experience to support you in planning for the growth in your business, from protecting against the loss of a key individual to tax efficiency, and pension planning.

BLOG – What Do You See?

Fri 28th Sep, 2018 - 8:50 am - 0 Comments

What do you see?

Can you see a Duck or can you see a Hare, or can you see both?

It’s the same with Financial Planning. Some only see one route and have one plan, while others can see no picture at all to what their future looks like.

Sometimes being so involved in your own life and finances means you don’t always see things clearly.

To provide true advice that benefits your future we can:

Build it (the financial plan)

Fund it (investment/pension management)

Make sure you stick to it

Trudi