Thomson Associates, part of 2plan wealth management, provides all the financial advice you need, all in one place. Established with the aim of helping clients make good decisions about their money, we provide clear information to help you achieve your financial goals. As an independent advisory firm, we offer advice on products from the entire financial marketplace, ensuring our recommendations are solely about what's right for you.
About Steve Thomson: With many years of successful financial practice, Steve Thomson advises clients on a wide range of products, helping them navigate through their financial journey from their first mortgage to retirement and all the investment decisions along the way. As a 2plan adviser, Steve has excellent relationships with professional firms such as accountants, solicitors, and estate agents, allowing clients to benefit from a network of trusted professionals.
What We Do:
Financial Protection: Ensuring you and your loved ones are financially protected.
Investment Planning and Regular Savings: Helping you grow your wealth and save for the future.
Retirement Planning: Assisting you in planning for a comfortable retirement.
Advice at Retirement: Providing guidance on making the most of your retirement savings.
Mortgages: Helping you secure the right mortgage for your needs.
Ongoing Service: Offering continuous support and advice to keep your financial plans on track.
The Way We Work: Our success depends on building successful long-term relationships with clients. Honesty, integrity, good service, and going the extra mile are the guiding principles that underpin our approach to business. As an Independent Financial Adviser, Steve Thomson is not tied to any particular provider and can advise on products from across the whole market, offering the most suitable solutions for your individual needs and circumstances.
Our Guiding Principles:
Best advice: Providing you with products and services suitable for your needs
Great service: Prompt, reliable, friendly; always centered around you
Clear communication: So you always know where you stand
Good information: Honest and accurate, timely and relevant
Continual improvement: Enhancing and updating our service to you
Quality control: Identifying failings and putting them right
Checking and monitoring: Reviewing information, tracking progress
Contact Information:
Phone: 01382 772550
Mobile: 07967 317554
Email: [email protected]
Address: 41A Gray Street, Broughty Ferry, Dundee, DD5 2BJ
