Thomas & Co Financial Services is here to help with your financial affairs. We pride ourselves on our friendly approach to customer service.

How we are paid

We pride ourselves on giving high levels of personal service on very competitive terms and you can see what our customers think about our charges by clicking on the “Client Surveys” tab located above.

We will discuss fees as part of our free initial consultation which will enable you to instruct us with complete confidence, having first established what your costs will be.

For larger investments we can offer a discount on our standard terms and will be happy to discuss this at the initial consultation.

“Which News?” recently published an article about the cost of financial advice, a copy of which is attached here. In order to provide a reference point to the article, our charges are summarised below and are clearly set out in our Client Agreement.

 

  • HOURLY RATE – £150
  • INITIAL FEE – 3{4be3869f5a7e17be478efc9cd723b067758b9ebe0de3d55f2f1fb72e7007185a} MAXIMUM of the total amount invested (discounted for large investments)
  • ONGOING ADVICE and SERVICE – 0.5{4be3869f5a7e17be478efc9cd723b067758b9ebe0de3d55f2f1fb72e7007185a} of funds held under our Serviced Agreement

We will only be happy to advise you once you are completely satisfied with how our fees work and how you will benefit.

Wealth
Management


Pensions
& Retirement


Investing for
Income or Growth


Additional
Services


© 2017 Thomas and Co Financial Services

Thomas & Co Financial Services is Authorised and Regulated by the Financial Conduct Authority.
Thomas & Co Financial Services is entered on the Financial Services Register under reference 137287 (https://www.fca.org.uk/register)