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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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September 6, 2018

Summer BBQ at Doddington Hall

Thompson & Richardson’s Summer BBQ with staff members and family. We all had a fantastic evening at Doddington Hall yesterday, the food was lovely and the service was brilliant. A big thank you to Doddington Hall for having us.

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August 17, 2018

BLOG – Pensions and Gender Equality

It is no secret that women seem to draw the short straw when it comes to retirement provision. Women are more likely to have taken career breaks to care for children, historically (and perhaps currently) women earn less than men, even for comparable jobs, meaning they are likely to be able to save less. Also, […]

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August 10, 2018

BLOG – Proactive vs Reactive

Preparation is something I personally struggle with in some aspects as organisation is a skill I’m not particularly adept at. Which got me thinking recently that life can often be divided into 2 ways you prepare: Proactively you’re preparing for the uncertainties ahead and in theory it should make navigating unfamiliar and scary territory more […]

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August 3, 2018

BLOG – A New Chapter

In life it is so important that you enjoy where you work because if you don’t, it can have a very detrimental effect on your life and those around you. I joined Thompson & Richardson one month ago, very excited to be joining such an established, successful company that want the best for not only […]

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July 20, 2018

BLOG – Estate Planning

My week has been spent mostly dealing with estate planning for clients. Trying to reduce the inheritance tax liability on death is one thing but also making sure everyone has up to date wills and powers of attorney in place is also important. With the increase of blended families through later life marriage or re-marriage, […]

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July 18, 2018

Superheroes Meet The World Of Financial Services!

The T&R staff have truly gotten behind the superhero dress down day. We’ve got everyone’s favourite from Batgirl to Supergirl and Wonder Woman. We even have England’s very own hero of the world cup, our manager Gareth Southgate. Who would of thought, the three lions would make it through to the semi-final. Also making an […]

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