Thomas and Young Wealth Management Ltd

Description

At Thomas & Young, Chartered Financial Planners, we are committed to helping our clients, staff, and community live their best lives, grounded in our principle of "Always doing the right thing." Founded by Graeme and Darren, who recognise time as the ultimate wealth, our firm provides personalised financial advice to a diverse clientele regardless of the amount of monetary wealth. Our services span personal and corporate financial planning. This includes managing wealth, retirement, and protection planning for individuals to ensure their future and estate security. For businesses, we navigate the complexities of corporate finance, offering guidance on pensions, employee protection, tax strategies, and aspects of exit planning. Our core values include - > Supporting clients to realise their full financial potential > Sustaining a professional and trusted personal relationship > Being committed to ethical practice. The Value of your investment can go down as well as up. You could get back less than you invested. Taxation Rule can change at any time and are dependent on individual circumstances. Trusts are not regulated by the Financial Conduct Authority. Thomas and Young Wealth Management Ltd is an Appointed Representative of and only represents St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) The 'St. James's Place Partnership and the titles 'Partner Practice' are marketing terms used to described St.James's Place representatives. SJP Approved 29/06/2023

Financials