Income or Growth
Our service is all about providing you with long term professional advice to help build and protect your wealth and at the same time manage your tax liabilities.
One of the key elements to successful wealth management is continuity, and here at Thomas & Co Financial Services we pride ourselves on building long term relationships. Many of our clients who joined us as long ago as 1987 remain with us today and we put this down to one of our core principles which is to protect the client adviser relationship.
In practice, this means that, as far as is reasonably practicable, you will keep the same financial adviser for as long as you remain with us.
Another important aspect of our service is working closely with your other professional advisers to ensure that any advice we give also fits in with their plans for your finances.
We are extremely proud of our service standards and encourage our clients to tell us what they think about the way we work. Click here to find a complete record of Client Survey Questionnaires dating right back to Jan 2010. 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.
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
Areas of Expertise
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