What our clients say
"I am most pleased with the service I have received and you set the standard, I would judge others by. For over 25 years I have relied upon financial advisers to guide me in my investment portfolio and there has been none better that Wyn Thomas who has taken on this responsibility since 2007. He has given me excellent diligent advice on my cautious approach to investing, resulting in very good capital protection and income. He has always demonstrated a very friendly and professional attitude in getting things done quickly and correctly. I have found Wyn is a person to trust and rely on totally to look after my affairs. He is also backed by a first class office team where nothing is too much trouble and everything is dealt with in a pleasant manner".
"I value the integrity and personal service provided by Wyn. His knowledge of both my position and the financial market combines to produce the best possible financial advice and planning tailored exactly to my needs".
"We are both delighted with the service you provide and we are particularly impressed by the time you are willing to spend explaining the options available to investors and the advice given thereafter. We value the fact that you keep a constant eye on all aspects of our financial affairs and nothing seems to be too much trouble. Keep up the good work".
"Your recent advice concerning Inheritance Tax planning has helped us to initiate an action plan.
Wyn Thomas has for many years, provided my wife and I with sound financial advice in a professional, kindly and considerate manner. His services have ensured our continued peace of mind".
"For over 10 years Wyn has helped us to structure a balanced portfolio which we can easily change to meet the general situation of the economy and our personal requirements, we really value the regular informed investment advice provided at our half yearly reviews".
We are an Independent firm of wealth managers and financial planners based in Chester, with a network of tax and legal specialists our purpose is to deliver a cohesive investment and financial strategy for our clients. We aim to simplify the sometimes complex world of investment and tax planning, assisting clients to select the most tax efficient plans, which are underpinned with appropriate investment solutions .We have over 35 years experience in helping clients make the most of their money.
Our clients are usually seeking help to plan for a successful and financially secure retirement, making best use of their investment and pension fund portfolios, they value straightforward, sensible advice, which is specific to their personal needs.
We invest our time listening to our clients' needs and concerns , we understand what is important and what your priorities are. This enables us to help you achieve your personal vision of financial security and ultimately financial peace of mind.
We act with honesty and integrity, putting our clients at the centre of all that we do, with a dedicated team providing ongoing guidance and support.
We create an individual client plan, with clear objectives,using tax efficient vehicles ensuring you make smart financial decisions, to achieve the financial freedom you desire.