Who we are

At Davenport Thomas, we are a team of dedicated and experienced financial advisors and planners based in Richmond. We specialise in providing independent financial advice tailored to meet your unique needs and circumstances. Our goal is to help you secure your financial future and achieve your long-term financial goals with confidence. With a deep understanding of the industry and a commitment to personalised service, we take pride in offering top-notch financial solutions to our clients.

What we Do

We offer a wide range of financial services to meet your needs. Whether you’re looking to invest your money, plan for your retirement, protect your assets, or minimise your tax liabilities, our experts are here to help. Our services include investment management, pension planning, retirement planning, estate planning, life assurance, and much more. With our expert guidance and advanced technology, you can make informed decisions about your finances and navigate the complexities of the financial world with ease.

Why you should use us

When it comes to securing your financial future, experience and expertise matter. At Davenport Thomas, we have a team of professionals with years of experience in the industry who are dedicated to providing you with tailored advice and guidance. We understand that every individual has unique financial goals and circumstances, which is why we take the time to get to know you and create a personalised financial plan that aligns with your objectives.

Our commitment to transparency and integrity sets us apart from other financial advisory firms. We believe in building long-lasting relationships with our clients based on trust and mutual respect. When you choose to work with us, you can rest assured that your best interests are always our top priority. With our comprehensive approach to financial planning and our dedication to excellence, we aim to help you achieve financial success and peace of mind.

What can you ask?

• How can I best plan for my retirement?
• What investment options are available to me?
• How can I protect my assets and minimise tax liabilities?
• What is the process for creating an estate plan?
• How can life assurance benefit me?
• What are the risks associated with different investment strategies?