Business Details
Trusted Financial Advisers in Hadleigh
Thompson Financial Consulting has been dedicated to helping individuals and businesses manage their finances since our establishment. We specialise in comprehensive financial planning, offering tailored advice on pensions, investments, retirement strategies, and tax-efficient solutions. Our team of qualified professionals prioritises client needs, providing honest and reliable guidance to help clients achieve their financial goals.With a focus on transparency and long-term relationships, we deliver ongoing reviews and personalised strategies to ensure financial security. Our services are underpinned by regulatory compliance and a commitment to maintaining the highest standards of professional conduct.
Services
ISA Planning
Investment Management
Pension Reviews
Retirement Planning
Inheritance Tax Advice
Insurance Solutions
Highlights and features
- We offer a free initial consultation with no obligation.
- Our team provides ongoing reviews of pensions and investments.
- We are authorised and regulated by the Financial Conduct Authority.
- We specialise in comprehensive financial planning tailored to individual needs.
- We focus on accurate, honest, and reliable financial advice without sales pressure.
Associations and certifications
- Financial Conduct Authority
Services
Pension Planning
Our pension planning service helps clients understand their current pension pot value and optimise contributions. We specialise in consolidating old schemes and creating tax-efficient strategies. With regular reviews, we ensure your pension aligns with evolving financial goals and market conditions.
Investment Management
We provide tailored investment solutions considering individual risk tolerance and financial objectives. Our approach includes regular performance reviews and portfolio adjustments. We manage investments across various vehicles including ISAs and bonds to maximise growth potential while managing risk.
Inheritance Tax Advice
Our specialists help reduce inheritance tax liabilities through strategic planning. We offer solutions like discretionary trusts and whole-of-life plans. The service ensures assets are distributed according to client wishes while minimising tax burdens for beneficiaries.
Retirement Planning
We help clients explore retirement income options including annuities and drawdown plans. The service considers health factors and financial needs to optimise pension benefits. We provide guidance on tax-efficient withdrawals and long-term sustainability of income.
ISA Planning
Our ISA planning service helps clients choose between cash and stocks & shares ISAs. We focus on maximising tax-efficient growth based on risk profiles. The service includes transferring existing ISAs and optimising annual allowances for long-term wealth accumulation.
People
Mark Thompson
Financial Adviser
Mark Thompson DipPFS is an independent financial adviser with extensive experience in wealth creation and protection. He specialises in pension reviews, investment strategies, and retirement planning, providing clients with trustworthy, tailored financial solutions.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment management, ISA solutions, retirement strategies, and inheritance tax advice tailored to individual circumstances.
Do you offer a free initial consultation?
Yes, we provide a free one-hour initial consultation with no obligation to discuss your financial goals and requirements.
Are you regulated by any financial authority?
We are authorised and regulated by the Financial Conduct Authority (FCA) for financial advisory services.
How do you tailor financial plans to individual needs?
We conduct comprehensive reviews of your financial position and objectives, creating customised strategies that evolve with your changing circumstances.
What areas do you cover?
We primarily serve clients in Hadleigh and the surrounding Suffolk areas, with remote advisory options available.
