Wealth Building

Understanding your future goals

The team at Thompson and Richardson spend time with clients understanding their future goals and ambitions, which is an uplifting and motivating process, for both the client and the adviser. However, we also need to consider that modern day life is rarely a smooth progression, with twists and turns, having the potential to derail even the best laid plans.

Whilst it is difficult to cover all life’s eventualities, we always work with you to consider the principal risks to you and your family along life’s highway and how best to safeguard against them.

What are the main risks?

The main risks are the ability to generate income and capital which oils the wheels of the family unit, providing your home, standard of living, holiday breaks, special treats and the ability to save and plan for the future. So when we are advising you on your future ambitions we will consider those risks and make recommendations as to how they can be protected against illness, accident and ultimately death.

As an Independent Financial Adviser we act for you, our client, to search the whole of the protection market to carefully select the most suitable and cost effective solution for you. Your needs may be simple and straightforward or complex and difficult, either way you can be confident that the solution will be based on your situation, and tailored to your needs.

Saving and Investing

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Pensions - Getting Started

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Investing For Your Children

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Targeting Retirement

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