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A.E Thomson Ltd is a long established Independent Financial Services business which has offered impartial financial planning advice to clients since 1982.
Originally, the business was established as a Partnership by Edmond Thomson in 1982 so we have recently celebrated our 30th anniversary. Initially, the business provided independent financial advice to clients in Cambridgeshire and the surrounding area from our office close to the city of Ely, but we now have individual and corporate clients in many areas of the UK.
We provide impartial financial advice for individuals and companies on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance and critical illness cover) and mortgages.
Our client base is currently in excess of 4,000 individuals and companies and there are many of clients with whom we have had a relationship over many years, providing advice as their needs have changed throughout their lives ,culminating in their financial planning as they approach retirement.
Keith joined the Financial Services in 1983 and has worked in a variety of roles for both financial advisers and insurance companies, including seven years working for a large national independent financial adviser.
He works with both corporate and individual clients covering all aspects of their financial planning requirements with an emphasis on pensions.
He is a qualified pension transfer specialist and an Associate Member of the Personal Finance Society.
Nigel has worked in the Financial Services Industry since 1992, progressing from client administration to working for an insurance company before joining A E Thomson Ltd in 2000 as an independent financial adviser. He became a director of the company in 2004 and is the company's compliance officer with the responsibility of ensuring that all advice provided by the firm meets the stringent requirements of the Financial Conduct Authority, the industry's regulatory body.
His experience allows him to be involved in all aspects of clients financial planning at both individual and corporate level including bespoke arrangements.
He holds the Diploma in Financial Planning qualification as well as being a member of the Personal Finance Society.
He is also the authorised mortgage intermediary within A E Thomson Ltd.
Mark has over 27 years of experience in the financial services industry, initially working for several large insurance companies in a variety of roles within the life and pensions sector. He was appointed by the firm's founder, Mr Edmond Thomson in 1992 and in addition to liaising with individual and corporate clients with the administration of their financial arrangements, he is also a registered individual, able to provide independent financial advice to clients.
In 2012, Mark attained the Diploma for Financial Advisors from the Institute of Financial Services.
Carole celebrated 25 years with A E Thomson Ltd in 2012 and was originally appointed to provide administration support. However, her role has changed over the years and much of her current work is related to managing the company's financial accounts. She still provides support to some of our corporate clients, in connection with the management and reconciliation of contributions to their corporate pension arrangements.
Margaret was appointed in 1999 and has worked as a senior administrator within the business since that time. Her duties involve daily client contact, liaising with insurance companies and other product providers to obtain client information as well as providing support for Nigel and Keith, maintaining the client database and acting as the primary point of contact for a number of our corporate clients in relation to their group pension arrangements.
Colin is the most recent addition to the A E Thomson Ltd team, joining in 2011. His experience in administration with both life assurance companies and independent financial advisers goes back to 1998 and he holds the Financial Planning Certificate qualification.
He works closely with Mark Gordon and his primary responsibility is the processing of new business as well as providing support for Nigel and Keith in their work with clients.
Our ethos has always been to provide a high standard of service to all our clients and to recommend the most appropriate course of action to meet their particular financial requirements.
In an industry that is sometimes seen as becoming increasingly impersonal , we value our relationships with our clients and enjoy providing a personal service.
We offer a wide range of specialist services, including advice on investments, Inheritance Tax Planning, individual and company pension schemes, employee benefits, retirement planning, protection and mortgages.
We believe in providing a high quality service with the emphasis on building long term relationships with our clients and we have a dedicated and skilled team that work together to achieve this.
