Professional Advice With a Personal Touch

Established in 2002 and based in Exeter and Exmouth, Thompson Jenner Financial Services Ltd is a firm of Independent Financial Advisers regulated by the Financial Conduct Authority. We provide independent financial advice for both individual clients and business owners from across Devon and the South West.

For more 15 years Thompson Jenner Financial Services has been offering independent financial advice to a broad range of clients across Devon and the South West, which takes both a short and long-term view of your personal finances, your existing situation, your plans for the future and that of generations to come.

Our simple goal is to help all of our clients make or save money.

We achieve this through careful research of the marketplace to ensure that the best deal available is found for mortgages and insurance related business. We carefully monitor investments and pensions to ensure the best possible returns are achieved, using the most tax efficient methods available.

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.

All of our advisers are fully qualified in their specialised field, including Long Term Care, Equity Release, Defined Benefit Pension Transfers and Advanced Mortgage Advice, giving you assurance that the advice you will receive is professional and accurate.

Our advisers, Neil Sear and Philip Dalley, are supported by Paraplanner Julie Martyn and Client Services Administrator Liz Stoyle.

Julie was PA for the Managing Partner of Thompson Jenner LLP up until the financial services company was created when she took the opportunity to transfer her skills. She has obtained the Chartered Insurance Institute’s Financial Planning Certificate and the CeMAP mortgage examination. Julie is responsible for a large proportion of the initial research and planning aspects of the advice process.

Liz joined us in June 2007 and has lived and worked in the South West all her life. She has an extensive administration background, including working for NPI for seven years. Liz is responsible for the day-to-day organisation and office support of our Exeter branch.

Our service is enhanced by the expert knowledge and guidance we can rely upon from our sister company, Thompson Jenner LLP, which has extensive experience concerning finance and tax, providing a seamlessly integrated service.

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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