Income or Growth
Welcome to Thomas & Co Financial Services and thank you for visiting our website.
We are a dedicated team of qualified professional financial advisers who have been providing financial advice since 1987.
We aim to treat you fairly in all our dealings and to provide information to you clearly so that you are able to understand the benefits, risks and costs of any recommended product or service. Also, we aim to make it easy for you to understand what you may reasonably expect from our service or from any policy or plan we have recommended.
Fair treatment includes being open and transparent, dealing promptly with your queries or complaints and placing your interests before ours.
We are extremely proud of our service standards and encourage our clients to tell us what they think about the way we work. Please take a moment to look through the Client Surveys(above), which are a true reflection of who we are.
We would be delighted to help you with your financial arrangements and look forward to hearing from you.
With best wishes
J R Berry DipFA MLIBF
Managing Director, Wealth Planning
Get in touch with us:
Monday to Friday, 9am to 5pm.
If you have a question you would like to discuss please do not hesitate to contact us on:
Alternatively you can request a callback
or send us a written enquiry using the form below.
Areas of Expertise
KW Wealth, KW Protect, KW Wellbeing, KW Partner, KW Private Office and KW Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694), KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority ( Firm Reference Number: 506600) and KW Trading Services Limited (Companies House Number: 03109469) regulated by the Financial Conduct Authority (Firm Reference Number: 176984) and has its registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). All companies are wholly owned subsidiaries of Kingswood Holdings Limited and operate under the brand name of “Kingswood’ or “Kingswood Group” which is incorporated in Guernsey (registered number: 42316) and has its registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.
© 2019 Thomas and Co Financial Services