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Thompstone Wealth Management Ltd

Welcome to Thompstone Wealth Management Ltd, Financial Planning Specialists, your local Kings Hill based Financial Advice Practice.

Thompstone Wealth ManagementOur Financial Advisers can assist you in all areas of holistic Financial Planning including:

Retirement Planning:

  • Personal Pension Plans
  • Self Invested Personal Pension Schemes (SIPPs)
  • Annuities
  • Pension advice upon divorce

Investments:

  • ISA’s including transfers
  • Unit Trusts
  • Onshore and Offshore Investment Bonds for Growth and/or Income

Protection:

  • Mortgage life cover
  • Term Assurance
  • Critical Illness Cover
  • Income Protection
  • Whole of life cover

 Estate Planning and Inheritance tax:

  • Trust Planning (Discretionary, Discounted gift, Gift and Loan, Absolute, Trusts for Minors)
  • Trustee Investments
  • Inheritance Tax mitigation

Trusts *

  • A trust is an agreement between an owner of assets and the trustees.
  • The trustees legally own the assets of the trust, but are not allowed to benefit themselves – unless they are also beneficiaries.
  • The main value of a trust is in its ability to keep your estate out of probate after your death
 * It should be noted that Trusts are not regulated by the Financial Conduct Authority.

Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

Our financial advisors work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.

We really feel that we are ideally placed to help you take control of your finances and work together in partnership to ensure these plans evolve as your needs change. Our business is based solely upon personal recommendations and we pride ourselves in providing an excellent level of client service

For financial advice available in Kings Hill please take a closer look at our website: www.thompstonewm.co.uk

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.

For further details on how we are able to assist you in reviewing and planning your financial future, please call 01732 529 482.

We look forward to welcoming you as a highly valued client.

Contact us

Thompstone Wealth Management Ltd
5 Alderwick grove
Kings Hill
West Malling
Kent
ME19 4GB
Tel: 01732 529 482
Mobile: 07999 037 921
Email: neil.thompstone@sjpp.co.uk

Thompstone Wealth Management Ltd represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.