Business Description

A little bit about Thomas

Thomas has been in the Financial Services industry for over 15 years gaining a wealth of knowledge in many areas.

Thomas is an expert in pensions, investments and inheritance tax planning, helping clients through all stages of their wealth cycle. His main focus is always ensuring the best outcomes for his clients whether that be in terms of income, advantageous tax planning or planning for generational wealth.

Thomas is adamant that building client focused, long term, relationships with his clients helps to ensure that they get the most desirable outcomes and are in the best position to make informed decisions dependent on their individual circumstances. This bespoke approach ensures that Thomas’ clients and their financial considerations are always at the heart of any advice he gives.

Thomas is a husband and father to two daughters and when he’s not spending his spare time with them he can usually be found on the golf course or exploring the Chiltern Hills countryside with his dog.