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 on 01392 258553  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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Stephen Walker – Independent Financial Advisor

Stephen Walker – Independent Financial Advisor

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Laura Hinton – Independent Financial Advisor

Laura Hinton – Independent Financial Advisor

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Gemma Rich – Paraplanner

Gemma Rich – Paraplanner

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Laura Hinton joined the Thompson Jenner Financial Services team in 2019, having already passed the Pensions and Retirement Planning and Financial Protection aspects of the Diploma in Regulated Financial Planning, Laura recently successfully passed her final exam and is now a full qualified Financial Advisor, achieving the level 4 Diploma in Regulated Financial Planning.

Thompson Jenner Financial Services provide truly independent advice and have a wide range of clients’ including private individuals and families, owner managed businesses and trustees.

Neil Sear, Director at Thompson Jenner Financial Services said: “Since joining us, Laura has shown herself to be both technically knowledgeable and extremely personable with clients.  She has passed all her exams first time with high marks and will be an asset to the firm as we look to expand.  She will take on responsibility for looking after a number of existing clients, as well new clients introduced to the firm.

She has been an integral part of helping us develop our improved service proposition over the past 12 months and we hope she continues to introduce new ideas to help us expand further.”

We treat every client as an individual and prepare a personalised report based on a detailed analysis of you and your family’s current financial arrangements and needs. We will help you make plans to achieve your dreams and aspirations, alongside considering the requirements and commitments you have now and will have in the future. We offer a free, no obligation initial consultation, for more information or to arrange a meeting call 01392 258553.

(photo taken pre-Covid in 2019)