You explain very clearly something that takes a lot of words to write and even longer to understand. I am completely in awe of your business and financial skills and really don't know what I would do if it wasn't for you. We have travelled the journey with you and are so appreciative of the work you put in to making your clients feel so special and developing our portfolios.
Services
At Thomas and Thomas finance, we believe in starting with the most important person - YOU! Sadly, so many financial institutions seem to try and make you fit their solutions. We are different. Our commitment, as an IFA, is to offer you a financial advice experience like no other you have ever received.
We firmly believe in financial planning across every service that we deliver. This means building you a plan appropriate to your situation as opposed to selling you a financial product. We pride ourselves on getting to know you and placing you absolutely at the centre of any plan that we build. We operate in five key areas, these are: Investments, Pensions, Ethical, Long Term Care and Inheritance Tax.
We strongly believe that investment advice should be regular and up to date. We prefer to work on a set fee and will take no initial adviser charge from your investment. We believe that we are truly innovative in our approach to our investment advice. We also recognise that Ethical investments may be important to you - as they are to us.
Investments and investment based products have varying degrees of risk attached to them. Unless the particular product has guarantees expressly incorporated, future investment performance is not guaranteed and you may get back less than your original investment. The value of capital and any income arising may fall as well as rise.
We are fully qualied nancial planners who believe that a client is for life, and that the investment world changes fast. The old broad brush approach of leaving an investment unlooked at for 5 years or more, does not sit comfortably with us. If you would like a long term, transparent and regular relationship with your nancial planner - our proposition is probably for you.
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