Welcome to Davenport Thomas... Independent financial advice throughout Surrey!
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Davenport Thomas has many years of experience in providing Independent Financial Advice
across all areas to individuals and companies....

We offer a free discovery meeting with no obligation, this enables us to find out more about you and very often agree a course of action points moving forward. At Davenport Thomas we have two main aims:
To provide all of our clients with a truly Independent Professional Financial Planning service within an ethical and transparent charging structure.
To help small to mid-sized accountancy practices provide a financial planning service to their clients without having to set up their own Financial Planning arm.
 
 
 

Mortgages
The mortgage market is a complex area. At any one time there may be many hundreds of different mortgage options, only some of which will meet your needs....
Investments
It is our role as an IFA to help you choose the right investments in order to help you meet your objectives. What you need to give some thought to is what....

Life Assurance
The aim of life assurance cover is to provide money for people who financially depend on you. If there is no one who will be financially distressed by your death, life....
Health Insurance
These days, for people of working age, good health is the normal state, and few people consider what would happen if , due to ill health, their career was....

Pensions
Pensions are financial tools whose purpose is the provision of money in old age. Do you KNOW how much of a pension you will get when you retire?....
Corporate
Most small to medium sized firms are unprepared in some areas of financial planning. The consequences of this oversight may simply result in paying more tax....



Mortgages
We can help you put together a financial home-buying plan for success, so you can embark on your property hunt with confidence.....
We are a local independent mortgage brokerage, specialising in giving advice and arranging mortgages from the whole of the UK mortgage market.

Being truly independent we have access to all the mortgage deals from all the major banks and building societies and even give advice on the deals only available directly from the lenders. We also have access to some of the smaller lenders who provide mortgages for those who are not offered a loan from a high street lender. We offer a truly personal service and aim to take away all the hassle involved in finding and arranging the right mortgage. Contact us today to book an appointment with one of our mortgage consultants...
 


Life Assurance
You need to consider what would happen to you, your partner and your family if you couldn't pay your mortgage due to considerable change in circumstances....
The aim of life assurance cover is to provide money for people who financially depend on you. If there is no one who will be financially distressed by your death, life assurance is probably not essential, though there are other reasons why it would be useful.

One simple question: "if you were in a fatal traffic accident tomorrow, would anyone else be left in the financial mire?" If the answer is "yes", then we should discuss your insurance needs, in order to ensure that you and your dependents needs are properly catered for.
 

Investments
It is our role as an IFA to help you choose the right investments in order to help you meet your objectives. What you need to give some thought to is what those objectives are....
This is an area in which compromise and self understanding are essential. Most people want investments which are safe, in the sense that they cannot fall, and which offer high returns.

This ideal combination is not available. Beware anyone who claims otherwise. Sensible investment planning revolves around understanding what your investment aims are. Broadly speaking the longer that your investment is to be left alone, (e.g. for retirement), the higher level of short term risk that is acceptable. If however the money is needed in full in the near future (e.g. for a house deposit) then short-term safety is essential.
 

Pensions
While the state can help with some costs, eligibility for help is limited and many people find themselves over the threshold for support so it is important to be aware of financial options available to you.....
Thanks to advances in medicine and a better overall quality of life, people are now living longer than ever before. The downside of this however, is a higher prevalence of serious illness and disability in later life. Simple tasks such as washing, moving about the house and preparing meals can become more difficult, and in many cases, professional care can be the only solution.

While the state can help with some costs, eligibility for help is limited and many people find themselves over the threshold for support so it is important to be aware of financial options available to you.
 



Testimonials
what our previous customers thought!

"I received an excellent, professional and friendly service which resulted in a trouble free remortgage.''

''The service you have provided us has been exceptional, not only in terms of the quality of advice you have given us, but also in the way that nothing has ever been too much trouble''

''Fantastic, fast and very satisfying! Great customer service.''

''Excellent phone service and everything was explained and updated brilliantly.''

   
Get In Touch
Davenport Thomas
Parkshot House, 5 Kew Road, Richmond, Surrey, TW9 2PR

Telephone. 0208 618 2077
Fax. 0208 338 0481
Email. richard@davenportthomas.co.uk

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Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority do not regulate deposit savings or some forms of mortgage, tax planning, offshore investments or school fees planning

Davenport Thomas is a trading name of RJM and Associates (Hampton) Limited which is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register).
Financial Services Register No: 602814

Registered in England, No. 06640007 Registered Office: Parkshot House, 5 Kew Road, Richmond, Surrey, TW9 2PR

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.