Professional Advice With a Personal Touch

To complement the comprehensive accounting and business support services offered by Thompson Jenner LLP, our sister company, Thompson Jenner Financial Services Ltd, provide truly independent financial advice. Working with private clients, business owners and trustees, the company has been providing independent financial advice for over 15 years.

At Thompson Jenner Financial Services, we strongly believe in building a long-term relationship with our clients, through mutual trust and understanding. Therefore, we believe that face-to-face meetings are an essential part of the financial planning process.

Whether you are looking for a mortgage adviser in Exeter, Exmouth or elsewhere in Devon, help with retirement and pension planning or just seeking financial and investment advice, we are here to help. Our independent financial advisers have a wealth of experience, always ensuring that the advice, service and ongoing care provided is of the highest professional quality.

Why use us?

  • A proactive forward thinking approach
  • Personalised financial reports and regular financial reviews
  • Access to the whole marketplace
  • Specialist tax planning and equity release advisers
  • Appointments held at our offices, at your business premises or home.

We offer a free, no obligation initial consultation.

Appointments for our Devon financial services can be held in our offices at Exeter or Exmouth during office hours. However, if it is more convenient, we can arrange for the appointment to be held at your home address or business premises.

Call Neil Sear or Philip Dalley on 01392 258553 or 01395 279521 to arrange a free initial meeting.

Thompson Jenner Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.

Key Contacts Get in touch with our Financial Services Team

Neil Sear – Director

Neil Sear – Director

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Philip Dalley BA (Hons) DipPFS Cert SMP – Independent Financial Planner

Philip Dalley BA (Hons) DipPFS Cert SMP – Independent Financial Planner

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