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November 2, 2018

October Budget Key Points

This week we summarize the key points from the budget for you. Housing The sale of the family home is usually exempt from Capital Gains Tax. The Budget reduced the period that continues to qualify for relief once the owner has moved out from 18 to nine months. In a boost for first-time buyers Mr. Hammond […]

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October 31, 2018

New Model Adviser Top 100 2018

We are delighted to have been selected for the Top 100 in the Citywire New Model Adviser Top 100 Adviser Firms 2018 – for a third year running! This is a fantastic achievement and recognition of the hard work every single staff member puts in on a daily basis. The criteria change’s each year and […]

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October 30, 2018

Current Vacancies – Paraplanner

Job description Paraplanner Lincoln Competitive salary and benefits, based on knowledge and experience. We offer a challenging and rewarding Paraplanner role with a forward thinking and service-based IFA in the city of Lincoln. About us Thompson & Richardson have been looking after client needs for over 30 years. We are passionate about offering our clients […]

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October 30, 2018

Current Vacancies – Client Manager

An exciting opportunity has arisen at Thompson & Richardson for the role of Client Manager. Job description Client Manager Lincoln Competitive salary and benefits, based on knowledge and experience. We offer a challenging and rewarding Client Manager role with a forward thinking and service-based IFA in the city of Lincoln. About us Thompson & Richardson […]

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October 26, 2018

BLOG – What Does The Budget Have In Store For Pension Savings?

This week has seen me rushed of my feet with client meetings, both new prospects and existing client reviews. This has left precious little time for keeping up with industry news, but with a budget on the way on Monday I wanted to keep up to date with predictions on how this could impact my […]

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October 19, 2018

BLOG – Reflections, Budget & Landlords

It’s that time of the week again which must mean another blog. Workloads have been a lot more manageable this week on mortgages – I wont say quiet as there’s still been plenty to keep us busy but I’ve been able to spend my time away from work planning for the rest of the year […]

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October 5, 2018

BLOG – Reflections Before Break

As I approach a two week holiday, I think it’s always worthwhile reflecting on how we look forward to that holiday, but spend the week before we go and first week back working harder than ever to make sure everything is ‘ship shape’. But why do we do that – is it some sense of […]

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September 28, 2018

BLOG – What Do You See?

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 […]

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September 21, 2018

BLOG – What Business Are We In?

I recently attended a seminar called Back2Y for Financial Planners. There were several speakers and the overall theme of the day was all about self-development, developing client relationships and how this can help develop your business. Financial Advisers suffer from a tarnished reputation. It is not considered a trusted profession. One of the reasons for […]

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September 14, 2018

BLOG – Back2Y Taking Stock

Well, what a week! It was my first full week back after returning to the office midway last week post annual leave having been away exploring the beautiful country that is Croatia and some of its Islands. As is always the case coming back from holiday it’s manic getting up to speed and on top […]

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