Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions, Retirement, Investments and Wealth Management. We are holders of the Gold Standard Pension Transfer Award by the Personal Finance Society. Tony is also the Chartered Champion for the South Wales region of the Personal Finance Society.
The team has 100+ combined years of expertise in managing people’s Retirement and Wealth Management Needs
Our core service is wealth management. This in turn is made up of several related areas, which include:
• Investment planning
• Discretionary portfolio management
• Pre & post retirement planning
• Final Salary Pension Transfer Advice
• Defined Benefit Pension Transfer Advice
• Pension Switches
• Inheritance tax planning
• Tax-led solutions
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