Find out about our professional and experienced team – who they are, how they can help you and how you can be in contact with them.

Joe Berry

Joe Berry

DipFA MLIBF

Joe is a founder of Thomas & Co Financial Services and has been providing financial advice throughout the Home Counties for over 20 years. Joe specialises in wealth management and retirement planning with special emphasis on asset allocation…

Graeme Harper

Graeme Harper

DipFA MLIBF

Graeme is a founder of Thomas & Co Financial Services and has spent his entire working life in the industry. He specialises in investment and pension planning for personal clients with particular expertise in the areas of portfolio management…

Graham Sparks

Graham Sparks

DipFA MLIBF

Graham joined Thomas & Co Financial Services in 2005 after a successful career with a major bank holding several senior positions spanning traditional banking and financial planning. He has in excess of 30 years experience in financial services and…

Dan Smith

Dan Smith

MLIBF AwPETR AdvDipFA

Dan joined Thomas & Co Financial Services in 2012 after gaining valuable experience with a wealth management firm in the City. This was preceded by a year working in the Transition Support Team for Deutsche Bank’s prime brokerage department in New York…

Rebecca Mattingley

Rebecca Mattingley

PARAPLANNER

Rebecca joined the company in October 2017 having worked within the Financial Services industry for over 14 years. During her career she has been involved in most aspects of financial services including research, advice and processing…

Sarah Tennant

Sarah Tennant

OFFICE ADMINISTRATOR

Sarah is an experienced financial services professional who joined the practice in January 2015 as administration support to the consultancy team. During her career Sarah has specialised in the administration of corporate pension schemes…

Get in touch with us:
Monday to Friday, 9am to 5pm.

If you have a question you would like to discuss please do not hesitate to contact us on:

01235 522003

Alternatively you can request a callback
or send us a written enquiry using the form below.

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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