Wealth
Management


Pensions
& Retirement


Investing for
Income or Growth

Additional
Services


Investing for Income or Growth

Here at Thomas & Co Financial Services we have a wealth of experience in managing money. We specialise in investments designed to provide tax efficient growth or income tailored to suit your personal risk profile.


We believe passionately in enhancing investment returns, improving tax efficiency and securing low management charges, whilst protecting you against unnecessary risks.


Here are some of the ways we can help you, but please feel free to make an enquiry about any aspect of Investing Capital for Income or Growth.

  • Design an investment portfolio for Income or Growth, tailored to your personal risk profile.
  • Review your existing investments and advise on their suitability to meet your objectives.
  • Consolidation and rationalisation of existing investment plans to increase efficiency and reduce charges.
  • Help you to understand the investment options available.
  • Improve tax efficiency.
  • Complete a personal risk profile to help protect you from unnecessary risks.
  • Broaden your investment profile to reduce risk.
  • Enhance your investment returns.
  • Independently source the best Guaranteed Annuity Rates and where appropriate take into consideration health issues to secure the very best income for you.
  • Improve on returns from cash held in the bank or building society.

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