We believe that you should be in charge of your financial destiny. To do this you will require the full facts and careful investment planning.
We consider all aspects of your current financial arrangements, when considering your future plans. We look at any existing pension plans, investments or rental properties that you may have, and we then analyse those arrangements for you.
The biggest two threats to a well funded pension are – Charges and Poor Investment Management.
We can run in depth analysis to enable you to compare your existing pension against other options. If your existing pension appears competitive and well managed, we will want to work with it to build your financial plan.
The biggest waste of your money, is investing into poor funds. At Thomas and Thomas we take investment management seriously, and we have two very attractive planning propositions for invested funds: