Thomas & Company Financial Services Limited

Independent Financial Adviser 98 Ock Street, Abingdon, Oxfordshire, OX14 5DH
First meeting at adviser's own cost
Response rating
9.7/10
FCA verified
15th July 2019
Customer service is our priority, with a commitment to provide clear concise and transparent advice at all times.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Joseph Berry DipFA, MLIBF, CeLTCI, CeMAP
Managing Partner
Graham Sparks DipFA MLIBF, CeMAP, CeRER, CeLTCI
Senior Consultant
G L Harper CEMAP DipFA MLIBF
Managing Partner
Dan Smith DipFA, MLIBF
Consultant
What our clients say
I value the friendly knowledgeable and competent service I receive. Thank you
Mrs C B, Wallingford
I trust Graeme to do the best for me without doubt! Everything was carefully explained and I am more than happy to recommend him.
Mrs S R, Oxford
Overall very pleased with the service Thank you
Mr D A, Abingdon
Alan and I are very pleased to have Dan Smith as our financial adviser. He seems to have an instinctive understanding of our requirements and almost manages to make dealing with financial matters a pleasure
Mr & Mrs A, Abingdon
Where to find us

98 Ock Street, Abingdon, Oxfordshire, OX14 5DH

Make an enquiry
About us

We are a long established firm of Financial Advisers located in Abingdon and covering the local area, including: Oxford, Wallingford, Witney, Didcot and Wantage.

We will disclose our fees clearly which will enable you to instruct us with complete confidence, having first established what your costs will be. For larger investments we can offer a discount on our standard terms and will be happy to discuss this at an initial consultation.

Our services

We work very hard to earn our clients trust and are always looking to improve what we do for them. Find out what our clients think about us - visit our web site and click on 'client surveys'.

Please ask us to provide references as we will be very happy to oblige.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

We aim to treat you fairly in all our dealings and to provide information to you clearly so that you are able to understand the benefits, risks and costs of any recommended product or service. Also, we aim to make it easy for you to understand what you may reasonably expect from our service or from any policy or plan we have recommended. Fair treatment includes being open and transparent, dealing promptly with your queries or complaints and placing your interests before ours.

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