Our Approach

Holistic solutions to suit you

We approach your needs with care

We are here for you, every step of the way. From initial meeting through to on-going reviews year on year, we pride ourselves in building trusting relationships with our clients – many of whom we have three generations within one family.

This is testament to our mission to offer services for everyone no matter if a young professional starting their career, or to someone entering their retirement years.

As a small consultancy, we can truly focus our attention on each and every client throughout the year. With regular contact, reviews and pro-active solutions we have built a loyal client base, and equally a strong and loyal network of professional connections.

Here for you. Here with you.
Choose Thomson Wealth Management.

Meet. Ask. Plan.

Our first meeting will be finding out about your current position, concerns, future plans and expectations.


Research. Advise. Consult.

We then take the time to go to market and formulate the most suitable product solutions to serve your needs and advise on your next steps.

Decide. Implement. Relax.

Together we agree your financial planning steps, implement the process and give you peace of mind.


Review. Protect. Monitor.

Our job is to regularly review your finances and investments to monitor and pre-empt for you mid to long terms goals.

A journey together

Your financial wellbeing is a life long journey, and we are here to join you on that journey as a highly experienced team. We won’t be retiring any time soon, but we can help you to, successfully.

Uniquely yours

We are an independently, owner managed consultancy so it is in our interest to always operate in your best interests. We are not affiliated with any third parties or tied to offer specific products, like a bank or building society. We are neutral to all products on the market and actively investigate all available solutions, best suited to each client.

Due to our mix of services, we really do look after you and your family, across all aspects of your financial wellbeing and lifestyle.

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