Crown Thomas

Who we are

Thomas Crown IFA is a small, independent financial planning firm based in Exmouth, Devon. We take pride in building close, long-term relationships with our clients and tailoring our advice to their unique needs and goals. We believe in clear and straightforward communication, jargon-free guidance, and empowering our clients to make informed financial decisions.

What we do

We offer a comprehensive range of services across various financial areas, including:

**Protection

• Mortgage advice and protection planning
• Life insurance
• Critical illness cover
• Income protection

Savings & Investments

• Pension planning and review
• Investment portfolio management
• Savings analysis and optimization

Pensions

• Auto-enrolment guidance
• Pension tracing and consolidation
• Retirement planning and income generation strategies

Our approach

We believe in a collaborative approach to financial planning. Our initial meeting is a chance for us to understand your individual circumstances, goals, and anxieties. We will work with you to:

• Assess your current financial situation
• Identify potential areas for improvement
• Develop a personalized plan to meet your goals
• Review and adjust your plan regularly to ensure it remains relevant and effective

What sets us apart

• Individualized attention: We dedicate time to understanding your unique situation and goals.
• Accessible advice: We speak in clear, easy-to-understand language, avoiding jargon.
• Long-term partnerships: We build lasting relationships with our clients, providing ongoing support and guidance.

Ready to take the next step?

Contact us to schedule a complimentary initial consultation and discover how we can help you achieve your financial goals.