Welcome…

We are a firm of Independent Financial Advisers who provide a financial planning service to individuals and businesses throughout Wales.

We specialise in offering Investment and Retirement planning. We will discuss your financial priorities and, drawing on our extensive experience and expertise, work with you to help you achieve your financial goals. So whatever your objectives- investing for growth or income, reviewing existing portfolios, retirement planning, property purchase, equity release and funding for your children’s education, we able to help.

Thomas Independent Financial Advisers offers independent and unbiased advice. Unlike many Independent financial advisers we are not part of any network. Thomas Independent Financial Advisers are directly authorised by the Financial Conduct Authority.

Independent advice is not just about picking the most suitable investments, policies and plans; the real independence is the impartiality with which we work with our clients in their best interests, without outside influence, product bias or company bias, on a clearly defined , customer agreed remuneration basis.

About Us

Thomas Independent Financial Advisers was established in 2001 and is currently run by partners, Mary Thomas and Nicolas Watson who have almost 40 years experience in the Financial Services Industry.

We adhere to the regulations and principles set out by the Financial Conduct Authority in our work ethics, and aim to Treat Customers Fairly on a one to one basis.

We as a company aim to assist existing and new clients achieve their financial goals starting with a Confidential Financial review, followed by extensive research and ultimately providing solutions and recommendations. This is followed by an annual review where required. Ring us for an appointment on 01554 777075.

 

 

Want to know more?

Call us on 01554 777 075 or email at mary@thomasifa.co.uk