Professional Advice With a Personal Touch

At Thompson Jenner Financial Services, we strongly believe in building a long-term relationship with our clients, through mutual trust and understanding. Please read what some of our clients have said about us.

“Neil is very professional, friendly and easy to talk to. He could answer all my questions promptly in a clear and precise manner which made it easy to understand even the most complex procedures. He found me the best product to suit my needs at the best rates, saving me money and he helped fill out all the paperwork and made the whole process virtually effortless. Neil is a pleasure to work with, a credit to your organisation and I highly recommend him.”

T B, Exeter


“Thank you very much for your assistance which has been invaluable. We will not hesitate to recommend your services to others. We appreciate your calm, reassuring, patient and comprehensive approach. Thank you.”

J and K S, Exeter


“A very helpful and professional service.”

P F and T M, Exmouth


“Thank you for your help in arranging my critical illness cover, as well as the advice given regarding re-mortgaging.
As before, I have really appreciated the clear and helpful way in which you have explained these matters, which is very useful in deciding which steps to take.”

S B, Exeter


“Working with you was a positive experience. I felt my mother’s best interest was given the correct emphasis throughout. I did not feel this was the case with some other financial advisers I contacted.”

R O, Exeter


“We thank Philip Dalley for his time with us and how it has gone through so quickly. An exceptional man who understands people’s needs. Many thanks again. All gone successfully through!”

R and M B, South Molton


“Mr Dalley explained the process well taking into account our different levels of financial understanding. He gave us the confidence we had made the right decision.”

R and E B, Taunton


“Thank you for your prompt answering of any questions I had and for the excellent service you gave me.”

P G, Sidmouth


“I am very happy with all the advice you have given me regarding the best way forward. The discussions we have had and all the recommendations put forward have been a great help.”

N B, Exmouth


“I feel great relief that my finances are being effectively looked after.”

A K-T, Exmouth


“You are excellent at explaining the options in a way that is easy to understand.”

P and M T, Lympstone


“Very happy with the excellent service provided.”

H G, Banwell


“We have always been very pleased with the service and advice given to us by Neil Sear.
In particular, we appreciate the time and effort afforded to us to explain the recommendations given.”

P and E W, Totnes


“Thank you for your help and support.”

S M, Plymouth


“Phil is very knowledgeable and gave me sound advice on my investments.”

 J S, Exeter


 “All information given to me was easy to understand.  I would recommend Philip Dalley highly.”

 C Y, Okehampton

 

 

 

 

 

 

Key Contacts Get in touch with our Financial Services Team

Neil Sear – Director

Neil Sear – Director

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

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

View Profile

How do you prepare when you don’t know what you are preparing for? It’s a question which we have been asked regular… https://t.co/tNPpvFMQQu

2 days ago

@ThompsonJenner

ExIST names new chairman, Clodagh Murphy | Exeter Chamber https://t.co/2fKaDIQnDa

2 days ago

@ThompsonJenner

RT @ExIST_Exeter: ExIST is proud to have worked with some of these fantastic women working in STEMM in Exeter! #womeninscience #exeter #STE

5 days ago

@ThompsonJenner

Subscribe to our mailing list

* indicates required