About Us

We are Thompson and Richardson

Looking for Financial Planning services from a young ambitious team who are recognised nationally for excellence in their field?

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!

Choosing the right adviser

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 need.

Some of the relevant factors are what we call the ‘soft fluffy stuff’:

  • Does it feel right?
  • Do you think you can work with the people you are engaging?
  • Are they well known in the locality?
  • What do people say about them?

Key strengths and attributes

So here, we try and set out what we feel are our key strengths and attributes along with what you could expect if you were to engage us as your professional adviser – a step which can be difficult to change the further the relationship develops and becomes embedded in your future life planning.

So, take a little time, read and consider ‘Our Core Values’ which are:

  • Honesty and Integrity,
  • Transparency,
  • Courtesy and Respect,
  • Communication.

Please ask for clarification on anything we do, and we hope we will have the opportunity to work with you in the future.

There is, quite purposely, no indication of our fees here, because our services will be tailored to your current and future needs – and we are all different!