Clive Thompson RLP®

Director,
Head of Business Standards &
Financial Life Planner

Clive has been a Financial Planner for 20 years. In 2010, he discovered a different way of delivering a life people want; not just the money they want. Now a Registered Life Planner (RLP), Clive helps people figure out what they really want to do in their lives, then works with them to make sure they have enough money to do it.

Over the years, Clive has become acutely aware of the aspects of his work that his clients truly value. Ongoing coaching, the opportunity to discuss concerns confidentially and help to achieve previously out of reach goals mean far more than any financial product. Clive believes that this understanding of his clients lies at the heart of the successful relationship he enjoys with them.

Clients generally contact Clive because they’re going through a transition in life. This is often as retirement approaches, but it can also be due to divorce or bereavement. No matter your situation, Clive will help you to establish your aspirations.

The financial plan he creates for you will be based around your whole life; not just your money.  Clive will encourage you to dream big, then stick with you on your journey to making your dreams a reality.

Born in Lincoln, Clive is married to Sue and lives in the village of Saxilby in Lincolnshire. He is a lifelong fan of Arsenal FC and regards music and walking as his other main pastimes. He enjoys compiling music quizzes and gets the opportunity to test quiz teams in his neighbouring village, raising much-needed funds for local causes.

Clive enjoys travelling and regards his visits to Barbados, Cuba and the Amalfi coastline of Italy as the best destinations so far. Further trips are planned, including one to California; the home of many of the smooth jazz artists that Clive is passionate about.

My Favourite…

Book – ‘The Eye of the Tiger’ by Wilbur Smith

FIlm – The Runaway Jury

UK Holiday Destination – Carbis Bay, Cornwall

Holiday Destination – Sorrento, Italy

App – Money Dashboard

Contact details

Lincoln office

Client Support Hub, 15 Beaumont Fee, Lincoln, LN1 1UH

Qualifications

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Jordan Reid

Financial Planner

Stephen Page

Financial Planner

Hollie Simpson

Client Relationship Manager & Support Team Leader

Beth Evans

Financial Administrator

Jade Sylvester

Financial Administrator

Sue Thompson

Accounting & Finance Manager

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Qualifications

  • Diploma in Financial Planning
  • Registered Life Planner
  • Master of Life Planning
  • G10 Trusts and Taxation
  • RO4 – Pensions & Retirement Planning
  • J05 – Retirement Income Options
  • ER1 – Equity Release Schemes
  • Full Financial Planning Certificates 1, 2 and 3