Wealth
Management


Pensions
& Retirement


Investing for
Income or Growth


Additional Services

Here are some of the ways we can assist you, but please feel free to make an enquiry about any aspect of your financial affairs and we will do all we can to help.

  • Provide solutions for Long Term Care funding.
  • Releasing equity from your home.
  • Review your Inheritance Tax liabilities and recommend tax efficient solutions.
  • Review and simplify your financial affairs.
  • Advise on Lasting Power of Attorney – Property & Financial Affairs + Health & Welfare.
  • Researching and setting up Auto Enrolment Pension Schemes.

You can find out more about the way we work by clicking here and we would be delighted to offer you an initial consultation at our expense and without obligation.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

Thomas & Co Financial Services is Authorised and Regulated by the Financial Conduct Authority.

Thomas & Co Financial Services is entered on the Financial Services Register (http://www.fca.org.uk/register) under reference 137287

Thomas & Co Financial Services

  [email protected]

  98 Ock Street Abingdon Oxon OX14 5DH
  01235 522003

  7200 The Quorum, Oxford Business Park, Oxford OX4 2JZ
  01865 950734

Hours of Operation

  Monday to Friday, 9am - 5pm

KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority 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. All these companies are wholly owned subsidiaries of European Wealth Group Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.

© 2019 Thomas and Co Financial Services