The first part of the financial planning journey is the 'discovery' meeting where we get to know each other and discuss what you would like to happen with your financial future. To get a clear picture of where you are now, we collect information from you about what plans you already hold, such as Savings, Investments, NISAs, Pensions, Protection and Debts.
We look at your income and expenditure now and in the future to assess what will need to change if anything to achieve the life you want. What risks you are taking?, what returns you've had? What about the plans charges? This is where we put together some recommendations, based on where you are and what you would like to happen.
We look at your income and expenditure now and in the future to assess what will need to change if anything to achieve the life you want. What risks you are taking?, what returns you've had? What about the plans charges? This is where we put together some recommendations, based on where you are and what you would like to happen.
Services
I started as a financial adviser in 1999 through a small firm of independent financial advisers in Clifton, Bristol, having left London to return to Bristol, where I grew up. After 10 years of building a client base and experiencing different advice firms, in 2010 I set up Thomas Fear & Co Ltd as a directly authorised independent financial planning practice.
Walking: Eastfield Road is approximately a two minute walk from Westbury-on-Trym village, and our office is at the end, opposite Priory Avenue. You can also locate us opposite the Post Office Tavern on Westbury Hill. Bus: There are regular buses 1 (First) and One (Wessex) from the city centre or Temple Meads all stopping in Westbury Village.
Reviews
Be the first to review Thomas Fear.
Write a Review
