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January 16, 2020

Client Feedback

Received some great feedback for our Mortgage adviser Nick. ‘An overall excellent service provided and will definitely be using this service again in the future.’

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January 9, 2020

Tax-Wise

Make the most of your valuable allowances, reliefs and exemptions. Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5 April. As this date approaches, the window of opportunity reduces if you want to make the most of valuable allowances, reliefs and exemptions that could […]

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January 7, 2020

New Starter – James Dyson

James has joined Thompson & Richardson as a Trainee Financial Planner after working in sales and recruitment in Leeds for the past year. Prior to this he travelled around Australia after completing his Masters degree in Exercise Physiology at Leeds Beckett University. In his spare time James enjoys playing rugby and does so to a […]

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January 7, 2020

New Starter – Adam Barker

Adam joined Thompson & Richardson in January 2020 and has over seven years experience working in the Financial Planning industry. He achieved his Diploma in Regulated Financial Planning in 2018 and plans to continue taking exams to build on this qualification. He looks forward to developing his career further with Thompson & Richardson. Outside work […]

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December 20, 2019

Merry Christmas

We wish you a very Merry Christmas and a prosperous New Year from everyone at Thompson & Richardson. Christmas Opening Hours Monday 23rd December – Open as normal Tuesday 24th December – Closed Wednesday 25th December – Closed Thursday 26th December – Closed Friday 27th December – Closed Monday 30th December – Open as normal […]

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December 18, 2019

Christmas Party 2019

We enjoyed our Christmas Party on Saturday 14th December at the Reform Restaurant, Castle Hotel. A few pictures of staff and partners looking a little merry. Happy Christmas from everyone at T&R.

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December 17, 2019

Every Journey Starts with a Destination

Looking at the bigger picture for your wealth and security Every plan starts with a goal, just like every journey starts with a destination. Planning your financial future is not only important for your security, but it also provides peace of mind. Financial planning should be viewed as a long-term approach to managing your finances. […]

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December 11, 2019

Client Feedback

Received some lovely feedback for one our advisers Elizabeth. ‘Elizabeth listened to what I wanted and came back with a better solution than I had originally planned. Elizabeth answered all of my questions, of which there were many and gave me a lot of confidence in placing my business with T&R. Elizabeth has my trust. […]

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December 10, 2019

Women’s state pension age changes

Government’s bid to ensure ‘pension age equalisation’. On 3 October, campaigners lost a significant legal battle against the Government’s handling of the rise in women’s State Pension age. Up until 2010, women received their State Pensions at the age of 60, but that has been increasing since then. The retirement age for women has increased […]

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November 28, 2019

For Richer, For Poorer

Pension and asset advice should be part of the divorce process. Divorce – it’s one of the most difficult subjects to talk about. The emotional upheaval of divorce can be difficult to deal with, but so too can the financial implications. When relationships come to an end, there are so many things to consider. Children, […]

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