Thompson Prior was set up in 1999 to offer customers a professional, friendly service from top quality Advisers. Since then we have built up a strong connection with many local people and businesses and pride ourselves on having an excellent service standard.
We believe in on-going training and keep our qualifications up to date and relevant whilst not losing touch with what the general public want.
Please call for a free initial consultation, we are sure that you will benefit from our advice – please feel comfortable and confident that you are making the right move by contacting us.
Who we are
We, at Thompson Prior, provide bespoke financial planning services for individuals, trustees and businesses and can offer an Annual Review Service too.
An IFA is there to work with you to find the best solutions, from the whole market, to meet your financial needs. We, at Thompson Prior, provide bespoke financial planning services for individuals, trustees and businesses and can offer an Annual Review Service too.
We are not the employees of any Insurance Company or Investment House nor are we tied to a panel of providers, so we have complete freedom to work 100% on your behalf.
We conduct a two appointment system. The first appointment isn’t charged for as this is our opportunity to find out what is required and whether we can help. It also gives you the opportunity to meet us and see if we are people you want to do business with - without obligation.The second appointment follows after we have researched the market thoroughly and return to you to present our professional report.
We can work on either commission or fees to suit your budget and full details on these options are discussed at the first meeting.
We have an exemplary complaints record with the Financial Services Authority. On the 13th November 2008 we received our 'Treating Customers Fairly' (TCF) interview with the FSA, the outcome of which was ‘Outstanding’. We are extremely proud of these achievements, proving that we are at the top of our industry and that we care for our customers.