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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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FAB was fab!

8th Apr 2024
Brought to you by
davenport-thomas-full-colour-logo.png

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.

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

We really enjoyed attending FAB and meeting so many great people. We’re pleased to say we’ve also got quite a lot of work from it.

FAB was fab | Davenport Thomas | Group of attendees engaging in conversations at FAB.
Richard Mumford - Richard Mumford

Are you in the diary?

After our discussions at the event, we’ve already booked several accountants into our diaries, both to discuss their own circumstances and those of their clients. We found that many accountants feel their clients aren’t being looked after when it comes to certain areas of financial planning, so we’re delighted to be able to help.

The feedback

The feedback we got was excellent and its evident that there is a high demand for the services we can offer. In particular, we discussed:

  • Arranging group benefits for your key clients – such as group life cover
  • Relevant life cover for clients, and for accountants themselves
  • Executive income protection for accountants and their clients
  • Key person protection
  • Shareholder protection recommendations for your best clients.

Expert advice at your fingertips

FAB was fab | Davenport Thomas | A man standing in front of a booth at a FAB
Richard Mumford - Richard Mumford

So, if you’re not already in the diary, why not get booked in?

For discussions on mortgages, protection, company protection, Wills, power of attorney and probate, Roebuck is an appointed representative of Davenport Thomas. You can book directly into David’s diary via Calendly, email or call.

David's contact details are:

Calendly - David Fear

Contact number - 0208 8192407

Email: [email protected].

 

For pensions, investments, Inheritance Tax Planning, you can book directly into Richard’s diary here, email or call.

Calendly - Richard Mumford 
Contact number - 0208 6182077
​​​Email: [email protected]

 

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Financial protection policies typically have no cash in value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse.

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. A pension is a long-term investment not normally accessible until 55 (57 from April 2028).

The Financial Conduct Authority (FCA) does not regulate Will writing, tax and trust advice and certain forms of estate planning. The rules of intestacy in England & Wales are different to those in Scotland and Northern Ireland.