SM Thompson Wealth Limited

SM Thompson Wealth Limited We provide a holistic Financial Advice Service.

Our aim is to enhance and protect your wealth throughout yours and your families lives, this include Retirement Planning, Investment Planning, Protection Planning and Tax Planning. As a Chartered Financial Adviser with over 15 years of experience, I am committed to delivering better value, choice and results for my clients. I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Mortgages, Trust and Estate Planning, and Business and Succession Planning.

I wanted to express my appreciation for the recent referral that was posted about my service on social media. Whilst we ...
10/05/2023

I wanted to express my appreciation for the recent referral that was posted about my service on social media. Whilst we don’t actively advertise on social media, new business often comes from word of mouth and referrals from our existing clients. We take pride in providing quality services and maintaining a practice approach that aligns with our team values. Our clients support and recommendations are very humbling and are a testament to the dedication we put into our work.

Good to finish the week off by attending Vitality Life's improved product launch event! I look forward to talking to cli...
24/02/2023

Good to finish the week off by attending Vitality Life's improved product launch event! I look forward to talking to clients about the upcoming changes.

Remember to make the most of your ISAs before tax-year end!! As the tax year comes to a close, and you’re checking that ...
27/01/2023

Remember to make the most of your ISAs before tax-year end!! As the tax year comes to a close, and you’re checking that you’ve made the most of all your tax-free annual allowances, it’s a perfect time to review whether you’re still getting value for money from your Cash ISAs. Our latest blog discusses your options, and how best to achieve growth. Head over to our website to read more -
https://smtwealth.co.uk/article/detail/sjpp/making-the-most-of-your-isas-before-tax-year-end.html

As the tax year comes to a close, and you’re checking that you’ve made the most of all your tax-free annual allowances, it’s a perfect time to review whether you’re still getting value for money from your Cash ISAs.

Do you know how to make the most of your tax allowances? It’s always a good idea to take advantage of your annual tax re...
11/01/2023

Do you know how to make the most of your tax allowances?

It’s always a good idea to take advantage of your annual tax reliefs and allowances wherever you can. Not only does it mean that you don’t pay more tax than necessary, it also helps to improve your investment outcomes and makes it easier to achieve your financial goal.

Our recent blog discusses the importance of pensions, ISAs and investments, as well as using or losing your allowances. Head over to our website to read more:

It’s always a good idea to take advantage of your annual tax reliefs and allowances wherever you can. Not only does it mean that you don’t pay more tax than necessary, it also helps to improve your investment outcomes and makes it easier to achieve your financial goals.

What a great way to start 2023! I received my Certificate of Excellence from VouchedFor.VouchedFor is leading the way in...
03/01/2023

What a great way to start 2023! I received my Certificate of Excellence from VouchedFor.

VouchedFor is leading the way in ensuring prospective clients can find highly qualified and trusted adviser's. All reviews are verified to ensure they're authentic.

I have recieved 33 verified review's and hope to continue to build on this every year and remain a VouchedFor Top rated adviser. This was awarded in 2022 and waiting on confirmation for 2023.💪
Thank you to all my clients who left a review and to all the members of my team who also deserve an award. I am very lucky and grateful to work with such amazing people! 💎

Zoe Bagwell Hollie Till Georgia Holley Reeves Thompson (won't let me tag you both)

I’m happy to share that we have obtained a new certification: Cyber Essentials Plus. This is the highest award that can ...
16/12/2022

I’m happy to share that we have obtained a new certification: Cyber Essentials Plus. This is the highest award that can be issued for Cyber Security protection. This means, as a business, we are doing everything posible to protect our clients and their data!

Why is Private Medical Insurance more important now than ever before? Just over a year ago, I wanted to ensure that my f...
24/11/2022

Why is Private Medical Insurance more important now than ever before?

Just over a year ago, I wanted to ensure that my family and the employees within the business were able to get the medical care they required without waiting on the NHS waiting lists.

I didn’t fully anticipate how much it would get used, as my staff are generally pretty young and healthy. As a company, we have used it 4 times for various reasons and each time we can't fault the service and the care received.

More recently my Daughter Taylor, who is 2, required a tonsillectomy. This proved to be problematic on the NHS due to her age. However, due to the scaring on her tonsils being the highest grade, we were placed on a 50 week waiting list.

I called Vitality, who are our Private medical provider, and within weeks we had a consultation with a highly recommended surgeon. Last week she had her tonsils removed at The Portland Hospital in London and the care was amazing. The surgeon checked on Taylor after the surgery and explained that her Tonsils were so badly infected her immune system would have been constantly fighting the infection. To think she would've had to wait almost a year to have them removed had we not had this insurance in place.

The NHS is a wonderful service, however with a record high of 7.1million people waiting for treatment, private medical insurance is more valuable than ever before.

🥳 Always nice to recieve a review to finish off a busy week and even better to help a client secure his remortgage in a ...
21/10/2022

🥳 Always nice to recieve a review to finish off a busy week and even better to help a client secure his remortgage in a turbulent market! The team really pulled out all of the stops to make sure this happened for him and his young family!

Our monthly social including an afternoon of virtual games 🎲 Sean didn't like losing at Fibbage to Zoe, so thoroughly en...
30/09/2022

Our monthly social including an afternoon of virtual games 🎲 Sean didn't like losing at Fibbage to Zoe, so thoroughly enjoyed beating everyone at Catan!! 🏆

We, as a team, find it so worthwhile and gratifying when we receive reviews like this and that we know we are helping ou...
16/08/2022

We, as a team, find it so worthwhile and gratifying when we receive reviews like this and that we know we are helping our clients with their financial planning... good start to the week!

A big well done to Georgia on being this Month's Employee of the Month 🌟 You have taken everything in your stride and yo...
05/08/2022

A big well done to Georgia on being this Month's Employee of the Month 🌟 You have taken everything in your stride and your work ethic is admirable!

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