Thomas & Co Financial Services is here to help with your financial affairs. We pride ourselves on our friendly approach to customer service.
We are extremely proud of our service standards and encourage our clients to tell us what they think about the way we work. You can guarantee that we will listen to your needs, and offer you a level of Financial Advice that reflects the quality and service commitment we believe in, and you deserve!
Our dedicated and experienced team of financial advisers are highly qualified and hold Certificates of Professional Standing issued by the Institute of Financial Services (IFS) or the Chartered Insurance Institute (CII).
We build long term relationships with our clients, and in order to ensure continuity of advice you would normally keep the same adviser for the duration of your relationship with us. From the moment you appoint us you will have direct access to your adviser by telephone, email and of course, personal face to face meetings.
Our charges are very competitive and depending on the type of business to be transacted, fees will be quoted either as an hourly rate or as a percentage of funds under management. 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.
We hope you will be impressed with what our clients say about us; we work very hard to earn their trust and are always looking to improve what we do for them. To find out what our customers think about us, click here to view our ‘Client Surveys’.
Income or Growth
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KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority 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. All these companies are wholly owned subsidiaries of European Wealth Group Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.
© 2019 Thomas and Co Financial Services