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.

Coronavirus (COVID-19): During the current crisis we will be publishing a weekly coronavirus newsletter in order to keep our clients up to date with the major announcements over the last week. You can read our first newsletter here.

Read our coronavirus Week In Review update 6th April 2020 

Read our coronavirus Week In Review update 14th April 2020 

Read our coronavirus Week In Review update 20th April 2020 

Read our coronavirus Week In Review update 27th April 2020 

Read our coronavirus Week in Review update 4th May 2020

Read our coronavirus Week in Review update 11th May 2020

Read our coronavirus Week in Review update 18th May 2020

Read our coronavirus Week in Review update 26th May 2020

Read our coronavirus Week in Review update 15th June 2020

Read our coronavirus Week in Review update 22nd June 2020

Please remember we are here to help as much as possible through these challenging times. We will continue to keep you updated as further announcements are made.

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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RT @exmouthchamber: East Devon District Council @eastdevon Coronavirus Business bulletin 2nd July 2020 : https://t.co/q9rw3EGK65

4 days ago

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The Flexible Furlough Scheme...are you up to date on the rules and guidance? Do you know how it works? How you are… https://t.co/jYpsLwC5Fy

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RT @exmouthchamber: Exmouth Chamber Coronavirus 6th FREE Online Business Support Seminar Wednesday 8 July 10:00hrs for business advice on t…

8 days ago

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We've been shortlisted in the Exmouth Chamber of Commerce #VirtualBusinessAwards....thank you to everyone who kindl… https://t.co/RdMK5mrGiq

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