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TW - Twickenham

The Financial
    Planning Group
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Davenport Thomas
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Independent Financial Advisors in Teddington, Richmond, Twickenham & Hampton

Davenport Thomas

Address: Parkshot House, 5 Kew Road, Richmond, Surrey TW9 2PR (Covering all areas across Richmond and Teddington)
Independent Financial Advisers in Teddington, Richmond, Twickenham & Hampton Telephone: 0208 334 8070
Mobile: 07961 797978
Fax: 0208 334 8100
E-mail: richard@davenportthomas.co.uk
Visit our Web Site: www.davenportthomas.co.uk

Contact: Richard James Mumford BA (Hons), Dip PFS, Certs CII (MP & ER)

General information

We can help you at, pre, and post retirement to help you make the most of your money.

  • Discuss your tolerance to risk and ensure your monies are invested accordingly.
  • We help you utilise tax efficient vehicles which, can provide a tax free income in retirement.
  • Ensure you utilise other annual allowances, which could enable you to draw money tax free.
  • Discuss and provide advice on your retirement options.
  • Ensure that you get a competitive annuity income, in line with your attitude to Investment Risk.
  • Help you reduce your inheritance tax liability whilst enabling you to enjoy the income generated for the rest of your life.

As Independent Financial Advisers we can carry out a complete and impartial review of your financial affairs whether private or business, make recommendations based upon your own objectives and implement the necessary solutions.

The principle steps that we carry out in the planning process include:

  1. Review your current financial position including income and expenditure, assets and liabilities and relevant tax position.

  2. Find out what’s important to you and what your plans might be for the future.

  3. Recommend and implement a financial strategy selecting from a wide range of available investment, insurance and pension plans, specifically chosen to meet your individual requirements.

We offer an initial consultation at our expense to discuss your circumstances, explain the type of work which can be carried out and most importantly find out if we can work together over the longer Term.

To arrange an appointment contact us at info@davenportthomas.co.uk
or telephone 0208 3348070.

Davenport Thomas is a trading name of RJM & Associates (Hampton) Ltd an appointed representative of Blueprint Distribution Limited who are authorised and regulated by the Financial Conduct Authority.

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