Wealth
Management


Pensions
& Retirement


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.
  • 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 part of the Kingswood Group, who are Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority (FCA) regulates the financial services industry in the UK and their address is 12 Endeavour Square, London, E20 1JN. You can check this on the FCA’s Register by visiting the FCA’s website www.fca.org.uk or by contacting the FCA on 0845 606 1234.

 

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 Wealth, KW Protect, KW Wellbeing, KW Partner, KW Private Office and KW Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694), KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority ( Firm Reference Number: 506600) and KW Trading Services Limited (Companies House Number: 03109469) regulated by the Financial Conduct Authority (Firm Reference Number: 176984) 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 (Firm Reference Number: 46775). All companies are wholly owned subsidiaries of Kingswood Holdings Limited and operate under the brand name of “Kingswood’ or “Kingswood Group” which is incorporated in Guernsey (registered number: 42316) and has its registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.

© 2019 Thomas and Co Financial Services