Thompson Newsletter #4

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Investments

Inheritance tax

Mortgages (personal and commercial)

Pensions (personal and corporate)

Protection (personal and corporate)

ENQUIRY FORM

Savings and investments: set up your review now for maximum benefit

Sorry if we disturbed you! Yes, we know 5 April is still some way off, but it’s not a Thompson Financial Consultants policy to let sleeping investors lie.

As your proactive financial advisers, we’re reminding you now to get things moving well before the end of the tax year so you can maximise benefits from your ISA entitlement and your other tax-free allowances.

It isn’t just a matter of giving us your money to invest (although we believe there’s no better way to get it working for you). The point is that all Thompson clients automatically benefit from a review of their savings and investment position, even if no new investments are being made at the time.

Your review is no mere formality, however. One of our central policies is to keep sight of the fact that in finance things never stand still: decisions need constant updating.

Since your investment position was last looked at, for instance, your risk profile may have changed significantly. Maybe you can afford to be more adventurous now, because of an inheritance or other windfall. Alternatively, circumstances may suggest greater caution: a youngster at college, perhaps, or a redundancy.

It’s the same with your actual investments: they may still be strong - or they may have begun to flag.

Either way, your review will consider the past as well as the future, and will examine every possible way of reshaping your investments to suit your individual circumstances. This is one of those rare opportunities in life where it may just be possible to undo what is already done!

One issue you certainly should reconsider in your review, for example, is whether you’re saving for income or for growth, and whether your money is currently in the right place to match your intentions. We’ll go through this together.

Nothing could be easier or potentially more beneficial. If you are a new investor to Thompson Financial Consultants you could benefit from the regular reviews that most of our existing clients benefit from.
For further details contact Mark now on 01473 828973.

Meet the team

Mark Thompson is a Partner in Thompson Financial Consultants.  He has been in the Banking and Financial sector for 19 years. He has been a Financial Planner for more than ten years, and for the last four of these has been an Independent Financial Adviser.“I pride myself on ensuring that I get to know my clients and their financial goals, because that way I can work with them to find quality products and services - the ones they really need, which will really help them. This means my clients get advice and not financial products sold to them.”

We would be pleased to receive any comments or suggestions about this newsletter - just send us an email.

8 Stone Street Court, Stone Street, Hadleigh, Suffolk IP7 6DN
Tel: 08451 188973 or 01473 828973

Your property may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we can be paid by commission from the lender, or by a combination of commission and a fee of £350, or by a fee of £1,000.

Commercial mortgages are not arranged or regulated by Sesame and the FSA.