About Our firm

Greg Thompson is married with four daughters and has been providing financial advice for 35 years, the last 25 years in his own practice. Our clients really benefit from this depth of experience.

Virtually all of our business comes to us from existing clients or by recommendation and referral. We are now dealing with the third generation family members for some clients.

Our logo encapsulates what we do for our clients. The seven ears of corn represents Joseph’s Old Testament dream of seven years of plenty followed by seven lean years.

We our helping our clients during their years of “plenty” when they are working hard, to build up their capital. We do this through tax efficient savings, investments and pensions and ensure that they are making best use of their resources and opportunities.

During our clients retirement we help them plan as tax efficiently as possible how that capital might best be used for their own enjoyment and how anything that is left can be passed on with as little tax as possible.

But our service is more than that. It is about helping our clients to get from where they are to where they want to be. We offer an organised, co-ordinated approach to their finances, with regular reviews and proactive advice.