SM Thompson Wealth

I was recommended to Sean by my mortgage broker and reviewed my pensions options and came up with a plan to execute in April 22. When the SDLT holiday was extended to June 30th pasted the previous March deadline we had an offer on a house accepted and requested the plan to be brought forward to realise our dream house. Sean and his team responded in enabling pension pot crystalisation and releasing tax free cash to allow us to complete the purchase on 29th June. What was achieved at times appeared no possible due to time constraints by 3rd parties but the team seemed emotional involved, treating our money as if it was their own. If they provide this level of service to all their clients then I sure you will be very satisfied.
Oct 9th, 2021

Positive: Professionalism
Mar 26th, 2021

Positive: Professionalism
Mar 12th, 2021

Sean is pure CLASS. I asked Sean to look into life insurance and critical illness for my partner and life insurance for myself. I had terminal cancer 14 years ago so getting life insurance cover has been challenging. Sean made the process so easy, he knew exactly which provider to use and saved me A LOT of time and no doubt money. He sourced the correct level of insurance for both of us and advised us on the products accordingly. We ended up with a product that definitely suited our needs and didnt bankrupt us. I cannot recommend him highly enough to anyone looking for any form of financial advice or life insurance. Thank you Sean x
Oct 19th, 2020

Sean is extremely good at making recommendations and providing accurate product knowledge on the products and services that he is able to offer. Sean is a true professional and will take his time to make sure that you fully understand everything before you make the decision. Sean always goes above and beyond to make sure you get the best for your money. Id happily recommend him and his team to anyone interested in the products and services he specialises in.
Sep 25th, 2020