Wealth
Management


Pensions
& Retirement


Investing for
Income or Growth


Additional
Services


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 independent 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 CeMAP DipFA CeLTCI CeRER MIFS
Partner

  • "Excellent service, professional yet personal"
     
  • "Speaking for both of us, Tim and I are very grateful for all you’ve done to help us secure a very comfortable retirement."
     
  • "Very pleased with service and help over past 20+ years!"
     
  • "It is always reassuring when you explain our finances in a succinct and common-sense manner; We always leave your office feeling satisfied and confident."
     

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:

01235 522003

Alternatively you can request a callback

or send us a written enquiry using the form below.