Wealth
Management

Pensions
& Retirement


Investing for
Income or Growth


Additional
Services


Wealth Management

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