Wealth
Management


Pensions
& Retirement


Investing for
Income or Growth


Additional
Services

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