Senior Partner
Kevin Thomas.
APFS, TEP
Chartered Financial Planner · STEP member
How I work
What do you help clients with most?
I help clients set financial goals and put a plan in place to reach them. That covers investing tax-efficiently, setting up a sustainable income in retirement, and arranging wills and trusts.
How would you describe the way you work?
I listen carefully to what clients want and to anything that worries them, and I get to know their position well before recommending anything. Then I explain it so they feel confident in their decisions, and I stay in touch.
What do clients tend to say?
That they're glad they chose me. Many have introduced me to other members of their family, which means a lot.
Specialisms
Outside work
Fly fishing now and then, good restaurants and good music.
Let's talk
Let's talk about what's next for you.
The first conversation is complimentary, with no obligation to proceed.
