Thameside Financial Planning prides itself on being an independent financial adviser based in a private and idyllic setting along the Royal Regatta course of Henley-on-Thames. Offering a wide range of services, primarily investment and retirement planning, the team has decades of experience in pensions and investment advice, maximising tax efficiency that can help you arrange your financial affairs to give you the best returns along with peace of mind.
Combining the latest technology with a dedication to a personal service means you can follow your investments with us online and be reassured that we always like to pick up the phone and talk to you.
Combining the latest technology with a dedication to a personal service means you can follow your investments with us online and be reassured that we always like to pick up the phone and talk to you.
Services
We have decades of experience advising clients on how to make the most of their money. We strive to help you plan the most tax-efficient way of achieving your financial goals; be that offshore, onshore, under trust or in conjunction with your own private fund manager.
Tom has worked in finance since 1987 and has a wealth of experience, particularly in relation to complex investment and pension planning aligned to inheritance tax mitigation and Trust management.He is widely published in the financial press and is a vociferous critic of the political side of the profession.
Tom has worked in finance since 1987 and has a wealth of experience, particularly in relation to complex investment and pension planning aligned to inheritance tax mitigation and Trust management.He is widely published in the financial press and is a vociferous critic of the political side of the profession.
We will help you to make important decisions about the investment choices that are right for you, by assessing your circumstances and identifying your goals. We will carry out a full fact find including obtaining details of your existing investments. Based on your aims, existing investments and risk profile, we will propose a plan for your consideration.
Sports Elite is a service aimed at men and women who are targeting a smooth transition from sport to the world of work and beyond. Central to this is the management of finances, as make no mistake, it is all about the money. We don't need to detail the painful stories in the media about fallen stars who have succumbed to the latest get-rich-quick scheme.
We are always interested in talking with people who think they have something to offer. In return you'd be working in one of the most beautiful locations on earth for a small company who wants to deliver an exceptional service to our clients. If you are interested in discussing your future career, please send us a CV and arrange to pay us a visit for an informal chat.
These days we know some people prefer the low cost "self-service" way to invest, but still need a bit of a steer to be as sure as possible. If your needs are straightforward and you know roughly what you want, then Thameside's Pathway investment portal might be the answer for you. Pathway will help you to invest with a little bit of advice added for good measure.
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