Thompson Financial Planning was established in January 2015, when its Principal, Hugh Thompson, accepted an invitation to join St. James’s Place Wealth Management – enabling clients to receive personal, face to face advice from a local business but with the reassurance and backing of a FTSE 100 organisation. Previously the Practice operated as an Independent Financial Adviser for 8 years. The business is located in Tiverton in Mid- Devon. We are committed to providing holistic and rounded financial advice to clients, whether that is in Tiverton, Devon or across the South West of England and further afield.
We provide you, your family or your business with peace of mind and support to help you to achieve your aspirations. We develop a comprehensive understanding of your priorities so that we can build a financial package to support your goals in life. Many of our clients have been with us for over 15 years.
The key areas you should be considering are protecting your family and your business, retirement planning and passing wealth onto future generations. This would typically include life insurance, investments and pensions.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.