Business Details
Your Trusted Financial Partner in Exmouth
Crown Thomas is an experienced team of financial advisers dedicated to helping individuals and businesses in Devon and the surrounding areas achieve their financial objectives. Our approach prioritises clarity and practicality, focusing on understanding clients' current circumstances and long-term goals. We specialise in creating tailored financial plans covering protection, mortgages, savings, investments, pensions, and auto enrolment. As an authorised and regulated firm by the Financial Conduct Authority, we maintain rigorous professional standards while offering jargon-free advice.Our commitment extends beyond initial recommendations, with ongoing support to adapt strategies as clients' needs evolve throughout different life stages. We operate transparently, offering flexible payment options between provider commissions or direct fees, ensuring our advice remains aligned with clients' best interests. Our established reputation in Exmouth reflects our dedication to building lasting relationships based on trust and measurable outcomes.
Services
Protection
Mortgages
Savings and Investments
Pensions
Auto Enrolment
Highlights and features
- We provide jargon-free financial advice tailored to individual circumstances
- Our team maintains FCA authorisation and regulatory compliance
- We develop long-term strategies that evolve with clients' changing needs
- Transparent payment options between provider commissions or direct fees
- Established relationships with local clients across multiple life stages
Associations and certifications
- Financial Conduct Authority
Services
Protection
We advise on protection strategies to safeguard clients' financial security against unforeseen circumstances. Our expertise covers life insurance, critical illness cover, and income protection tailored to family needs. We help clients balance comprehensive coverage with cost-effectiveness, particularly for young families seeking maximum protection at minimal expense.
Pensions
Our pension planning services focus on optimising retirement savings and income strategies. We specialise in navigating tax-efficient contributions, consolidating existing pensions, and creating sustainable income streams for retirement. We provide fee-based recommendations to ensure impartial advice aligned with clients' long-term financial goals.
Mortgages
We offer mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. Our approach considers clients' overall financial situation to recommend suitable mortgage products. We provide comprehensive analysis of interest rates, repayment options, and associated risks to support informed property financing decisions.
Savings and Investments
We develop investment strategies tailored to clients' risk profiles and financial objectives. Our services include portfolio management, tax-efficient savings vehicles, and regular savings plan recommendations. We focus on long-term wealth accumulation while maintaining appropriate risk diversification across different market conditions.
Auto Enrolment
We assist businesses with compliance for workplace pension obligations under auto-enrolment regulations. Our services include scheme selection, employee communications, and ongoing compliance support. We help employers meet legal requirements while providing valuable retirement benefits to staff through cost-effective pension solutions.
Questions
What financial services do you offer?
We provide comprehensive financial advice covering protection, mortgages, pensions, savings and investments, and auto-enrolment workplace pensions for both individuals and businesses.
How are your financial advisory services charged?
We offer transparent payment options between provider commissions or direct fees, with initial consultation costs covered by Thomas Crown IFA.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority and appear on the Financial Services Register under reference 192209.
Do you work with local clients in Devon?
We primarily serve individuals and businesses in Exmouth and surrounding areas of Devon, maintaining close long-term client relationships.
How do you approach financial planning?
We begin with an initial consultation to understand your circumstances, followed by a detailed report and collaborative decision-making to implement tailored financial strategies.
Reviews (1)
Sue
Oct 25, 2017
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Have been using Thomas Crown for about 20 years and always had helpful advice and mortgages to suit my needs.
