Welcome to the family

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Welcome to the family

Watch our video

Welcome to the family

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Welcome to the family

The results are in… See our 2017 Client Satisfaction Survey!

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Awards
Awards
Awards
Awards
Awards
Awards
Awards
Awards
Awards
Chartered Logo

Proud to be Pembrokeshire's first ever chartered firm

Five services, one financial plan

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Investments

Our diligent approach to portfolio design and management.

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Pensions

Helping you make the most of your valuable pension savings.

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Ethical Investments

Our dedicated Ethical Financial Planning service.

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Long Term Care

Specialist Advice when funding later life costs.

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Inheritance Tax Planning

How much to give away? How much to keep? We can help.

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Testimonials

You explain very clearly something that takes a lot of words to write and even longer to understand. I hope other financial service providers are looking and learning

- Mr G. Bligh

we are very impressed with the way you carry out your business and look after us and we would recommend you without any hesitation whatsoever

- J & D Davies

It gives us some reflected glory to think that we were in at the birth of Thomas and Thomas and that you have continued to work to develop yours (and the business’) skill sets to provide us with the best possible advice

- A. Wallace

Keep up the good work and great service as always

- L. Jones

It is comforting to know we are in very capable and safe hands

- J. Wolfe

I had such a good day with you today; the guest speakers were well chosen and very good

- Peggie

I am completely in awe of your business and financial skills and really don’t know what I would do if it wasn’t for you. Thanks again

- S. Llewellyn-Williams

You make it all seem so straightforward when I’m sure it isn’t! That is expertise indeed.

- Julia

We have travelled the journey with you and are so appreciative of the work you put in to making your clients feel so special and developing our portfolios. Thank you and well done

- F. Bowden

We value the fact that you treat all your clients with the same attention and professionalism

- C. Lewis
Brochure

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Find out much more about us and the way that we work.

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