Seamless Planning...

We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company.  Once we've understood your aims, aspirations and concerns, Thomas Financial Services Ltd can help you make your money work for you. Call us now on 01348 873 456 to request an initial meeting.

Investments

We'll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate.

Life Assurance

Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.

Pension & Retirement Advice

In simple terms, we'll start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice.

Mortgages

With the current economic climate, many people may be forgiven for thinking getting a mortgage is nearly impossible! This is simply not the case. There has never been a better time to seek professional help.

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Our Experience

Our team of advisers have expertise in both generic financial planning and specialist areas such as SIPPS, wealth management and estate planning.

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Get in touch

We understand that some people just want to talk. Click the button below and send us your enquiry and we'll take it from there.

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