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For nearly two decades, Davenport Thomas’s highly experienced team has worked closely with numerous accountancy practices to support their clients with a wide range of financial planning needs.

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Davenport Thomas – About Us

15th Dec 2023
Brought to you by
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For nearly two decades, Davenport Thomas’s highly experienced team has worked closely with numerous accountancy practices to support their clients with a wide range of financial planning needs.

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Have you found this content useful? Use the button above to save it to your profile.

We are delighted to be contributing to AccountancyWEB’s Industry Insights, where we will be writing regularly about topics including Annuities, Business Relief, Pension Carry Forward Rules, Risk Managed Investment Advice and much more.

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For nearly two decades, Davenport Thomas’s highly experienced team has worked closely with numerous accountancy practices to support their clients with a wide range of financial planning needs. Over that time, we have developed a deep understanding of the needs of accountancy firms and their clients at different times of the year. To demonstrate our commitment to and support of the accountancy industry, in 2023 we sponsored the ‘Breakout Star of the Year’ Award (and our sister business, Roebuck Mortgages and Protection, sponsored ‘Client Transformation of the Year’) at the Accountancy Excellence Awards 2023.

Davenport Thomas has invested heavily in technology to streamline our processes and enhance the service we are able to offer our clients. We believe our industry-leading software offers clients more understanding and insight regarding their finances than ever before, helping us to build long term relationships. The feedback we have had has been excellent.

We have successfully embraced Zoom and Teams meetings (which clients can book directly into our diaries using Calendly), making things easier and more convenient for everyone.  We now carry out 90% of our client meetings via Zoom, ensuring we can support accountancy firms and clients across the UK.

Ultimately, we aim to provide clients with a Professional Financial Advice service within an ethical and transparent charging structure.

Davenport Thomas also has a sister business, Roebuck Mortgages and Protection, which aims to assist clients with Large Mortgages, Critical Illness Cover, Private Medical Insurance, Shareholder Protection, Key Man Protection, Wills, Lasting Powers of Attorney (LPAs) and Probate.

If you or your clients need assistance moving forward, we have the experience and expertise to help.   We’d also be just as happy to hear from you if you have any topics you would really like us to cover, either via ‘Industry Insights’ or one-to-one CPD sessions. You can contact us on 0208 6182077, email [email protected] or book directly into our diaries – click here for Richard and here for David.

 

The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

The Financial Conduct Authority (FCA) does not regulate Will writing, tax and trust advice and certain forms of estate planning.

As a mortgage is secured against your home or property, it could be repossessed if you do not keep up mortgage repayments.