Thomas and Thomas Wealth Management are a multi Award Winning financial planning firm that centres around the most important person – you! Started by Darren and Lisa Thomas in 2006, we are now recognised as one of the leading lights in wealth management, caring for over £45 million of client assets locally in South West Wales. Our dynamic small firm has never lost its ‘family based’ approach which believes that people matter far more than products. If you become one of our clients, you will become a hugely valued part of our business from day one.
Thomas and Thomas are proven pioneers of ethical investing, building strong portfolios that seek to avoid harmful investments to our environment and society. We don’t outsource our investment management. Instead we have the qualifications, tools and nearly 50 years of experience between us to build you the portfolio that will work best for you. Our history, achievements and long standing record speaks for itself.
We deliver a full quarterly review service for our clients, plus a face to face annual planning meeting which includes portfolio analysis, cash flow modelling, tax planning, legal referrals and so much more. Call us now to set up your initial free consultation.