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October 16, 2019

Employee of the Quarter

Congratulations to Alison and Mia who share ‘Employee of the Quarter’.  Both earning an extra half a day’s holiday.  Thoroughly deserved.

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September 24, 2019

Congratulations Hayley

Congratulations to Hayley & Kevin who get married this Saturday on the 28th September. The T&R team wish you all the happiness in the world and hope you have a lovely day and honeymoon.  

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September 24, 2019

Macmillan Coffee Morning 2019

We hosted our Macmillan coffee morning yesterday and so far we have raised £50.50. We still have some cakes left too. We also enjoyed the games, Mia won the dunk the biscuit in the cuppa, we won’t reveal the winner of the a berry good guess just yet..  

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September 11, 2019

Show me the money – Turning pensions into money you can use

Today, you’ve got a number of options and permutations available when it comes to what to do with your pension in retirement. But lots of choice can also mean increased confusion. Your retirement might seem like a far-off prospect, but knowing how you can access your pension pot can help you understand how best to […]

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August 22, 2019

Taxing Times – Top 5 List of Planning Areas

Making sure you use up any allowances you are entitled to is the first step to reducing the amount of tax you may be liable to pay. We’ve provided our ‘Top 5’ list of planning areas to consider before 5 April 2020, the end of the 2019/20 tax year. The rates given are correct for […]

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August 21, 2019

Happy 60th Birthday Andy

Thompson & Richardson would like to wish Andy Dyson a very Happy 60th Birthday. Hope you are having a lovely day with all your family in Turkey. Love from everyone at T&R  

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August 16, 2019

Client Feedback

Received some lovely feedback for two of our advisers Steve and Trudi. ‘Both Steve and Trudi, did a great job with our money. Trudi was always at the end of the phone to answer our questions or to deal with any forms or paperwork. You achieved more than we set out to do, which gave […]

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August 15, 2019

Retirement longevity – Your destiny is now in your own hands

If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need? In trying to answer these questions, you face a problem. Because of longevity trends, we are on average living longer. With longevity increasing, your wealth may have to provide you […]

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August 12, 2019

Client Feedback

Received some lovely feedback for Elizabeth our Chartered Financial Adviser. ‘Elizabeth was excellent in everyway. A real gem and professional but with kindness and understanding of my circumstances.’

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