Investments / Portfolio Planning

Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.

Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for your asset portfolio. Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.

Risk and Reward

Unit Trusts

OEICs

Investment Trusts

NISAs (ISAs)

Government Gilts

Corporate Bonds

Savings Calculator


Financial Advice... pure and simple

Thomas Financial Services Ltd provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!
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