Wealthmasters Financial Management Ltd

Independent Financial Adviser  Edwards Business Park, Rogerstone, Newport, NP10 9FQ
First meeting at adviser's own cost
Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Estate planning
Response rating
9.5/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Tony Thomas
About us

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 services

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

Where to find us
Head office address: Edwards Business Park, Pontyclun, CF72 8QZ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£10,000,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 14th September 2020

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