The financial plan of life

Contacting Thomson Associates for a free initial consultation is the first step towards achieving your financial goals whether commercial or private.
Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Thomson Associates offer all clients a free Financial ‘MOT’ where all aspects of your finances are reviewed to establish any needs or concerns. No matter what stage of life you are at; a young person buying your first home to start a family, someone nearing retirement age or somebody who has received an inheritance – everybody requires expert advice to be guided in the right direction to make informed, balanced decisions to meet your lifestyle needs.


In our eyes, protecting you and your family is the highest priority in your financial needs. We will assess your protection needs and quote from a panel of leading insurers to make sure you and your family are fully protected. Products Available: Life Insurance, Critical/Serious Illness Cover, Income Protection, Accident Sickness & Unemployment Cover, Building & Contents Insurance.

Pensions & Retirement Planning

Thomson Associates provide expert retirement advice to individuals planning for their future – as well as those who are already at retirement age. Traditionally, at retirement age people took their lump sum and bought an annuity with the remaining pension pot – legislation from April 2015 gave individuals far more flexibility on how they wish to utilise their pension pot. Thomson Associates will advise you on Standard/Enhanced Annuities, Flexible/Capped Drawdown and Pension Transfers to take advantage of this legislation.

Investment & Savings

We will advise on new investments to achieve your goals for example: invest for tax efficient capital growth, and we will review any existing investments which could be improved if they are not meeting your expectations.

We also set up regular monthly savings plans such as ISAs to build up a nest egg which can be used for various future goals such as for the benefit of your children or to enhance your lifestyle in retirement.


We will source a competitive quote tailored to your needs from the whole mortgage market and will guide you through the mortgage process. We will gather information from you and link with solicitors/surveyors then process the mortgage application with the selected lender.

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