Implementing a financial strategy is not a matter of “set and forget”.

A strategy soon looses its value if it is not reviewed regularly. THOMPSON PARTNERS understands various factors will influence a long term strategy and the importance of acting promptly if adjustments need to be made. When circumstances change, our clients rely on our support to ensure their financial strategy remains relevant.

THOMPSON PARTNERS present an Ongoing Review Service to clients, including provision of regular portfolio reports that examine activity and measure progress. The service is provided as frequently as required and is tailored to suit the client’s needs.

We recognize that it's very personal when handling financial matters and offer a face to face initial meeting to help us understand more about you.

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