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"I value Richard for his breadth of knowledge and diligent advice across all aspects of my portfolio. He is particularly skilled at ensuring completion of all business transactions requiring only very minimal commitment from me. I have always found him completely trustworthy and he is always my first line financial advisor."
Dr Inderpaul Birdi
Consultant Cardiothoracic Surgeon
"Thompson Wealth Management provides a proactive service and delivers up sensible and effective advice, in order to place the correct product that works best for me and my long term financial goals. In addition Richard has always gone that extra mile to ensure that end to end delivery was key, and ensuring that needs of the client are met, this alone differentiates his service offering into segmented total bespoke packages."
Matthew Varley
Head of Real Estate, Experian International
"Thompson Wealth Management has been our advisor for over 5 years and has provided advice to assist in managing personal and business finance. We have always believed that it is not what you earn; it is what you do with your funds that count. Having Thompson Wealth Management to guide us through our financial decisions has seen our family wealth grow. Their knowledge of the financial market is second to none and the level of detail of products explained to us is excellent. Richard and his staff have a very professional approach and their conduct befits an organisation with a much greater resource.
"Through regular reviews we feel very satisfied we have a great balance of investments for the short term and at pensionable age.
"We have recommended Richard to a number of friends and family members and will continue to do so. We see Richard now not only as an excellent financial advisor but also a trusted friend."
James Miller
Project Manager, Johnson & Johnson
"Over recent months, Richard has assisted myself and my family to get our financial affairs in order and, on regular occasion, has provided suitable options and alternatives to issues, enabling significant reductions in our outgoings.
"Whether it be getting affairs in order by establishing wills and power of attorney, improving the efficiency of our investments or simply finding suitable cheaper alternatives for those daily costs such as life insurance or mortgage payments, Richard has been able to provide excellent advice and support throughout.
"In Richard, you get someone you feel able to discuss your situation with in confidence and know that he will do everything he can to assist. In a nutshell, he cares, and I am confident our relationship will be long-standing."
Ian Unwin
Operations Director, Barratts


