Davenport Thomas

Reviews

1. Stuart Green ★★★★★

   I've been working with Richard and the team for a few years now and have had an outstanding experience. They understand my risk appetite and aspirations, and have suggested a number of ways of structuring my pensions, mortgage and investments to capitalise on tax benefits and the macro-economic climate, which I would not have been aware of or have the confidence to do on my own, and which have seen significant gains. I wouldn't hesitate to recommend them to others, a great service all round!

   almost 8 months ago
2. Tristan Fawley ★★★★★

   Richard provided me great advice and insight especially around Investment Trusts and the benefits of investing my pension in this way. I found how he explained my options very clear with a sensible fee structure (both to move my pension and ongoing). To date (I been with him now for 6 months) my pension has been delivering great growth!

   1 year ago
3. Gerry G ★★★★☆

   Working with Richard at Davenport Thomas as my financial advisor has been a positive experience. He offers a wide range of financial products and services at affordable, competitive fees. His understanding of the financial sector and dedication to my financial objectives have proven beneficial. Richard's advice carefully considers both my current financial needs and future plans. He maintains a professional and thorough approach throughout. For reliable financial guidance that won’t break the bank, I recommend Richard at Davenport Thomas.

   1 year ago

1. Alex Creed ★★★★★

   Richard has been helping me for many years now, first with a messy pension tidy up along with sound advice and more recently with financial planning for now and the future with a growing family. He is always thinking for our best interests, stays on top of the financial market so he can plan ahead for us. I would highly recommend him and the mortgage offering with Davenport Thomas. Incredibly easy to work with remotely and efficiently with reasonable fees as well. Thank you!

   almost 2 years ago
2. Frances Doyle ★★★★★

   Richard has been advising me on my finances for a number of years from mortgage renewal to tracking down misplaced pensions from old jobs. He is patient and thorough and always has very practical advice. I would totally recommend him and Davenport Thomas.

   almost 3 years ago
3. Joy Richards ★★★★★

   I have been with Davenport Thomas approximately 8 years, and have found their financial advice absolutely excellent. Richard is extremely knowledgeable and patient when explaining about investments. My finances have definitely improved. I would highly recommend them to others.

   almost 3 years ago

1. Andy Head ★★★★★

   Have worked with Richard and his team since the start of 2022 and I have to say they have proven to be a trusted team. They have done a complete overhaul of my pensions and investments/ISA’s which has resulted in a cleaner and profitable state for my finances. Great service and attention to detail, would highly recommend.

   almost 3 years ago
2. Brenda Jefford ★★★★★

   Richard has been our financial advisor for about 15 years ad we have never had any worries about his advice. It's always sound and has never given us any cause for concern. Our investments have continued to grow as a result. His approach has always been friendly yet professional and we would never hesitate in recommending him to friends and family. Thanks Richard and keep up the good work.

   almost 3 years ago
3. Jonathan Watkiss ★★★★★

   Richard has advised us ever since our children were born and our finances took a different priority. He has always been very attuned to our circumstances and appetite for risk and has always given very good advice in areas and products I would not have access to as an 'informed layperson'. He is very transparent and knowledgable, offering bespoke advice. I have recommended him to many friends who have also been equally happy.

   almost 3 years ago

1. Will Hart ★★★★★

   Strongly recommend Davenport Thomas without hesitation. Richard has provided wise counsel for my wife and I over more than a decade now and we're benefited hugely from that counsel as we've planned out our life (and continue to do so).

   almost 3 years ago

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