Wyn Thomas Email & Phone Number

I am an experienced Independent Financial Services professional and provide a highly personallised service to wealthy individuals, business owners and their families, I create and build individual financial plans which help clients manage their money more effectively and achieve their investment objectives.I work together with your specialist tax and legal advisers to ensure you maximise the opportunites available and select suitable investment strategies to grow and protect your assets, enabling you to live the life you want without the worry of running out of money.I place high importance on having a mutually honest and transparent relationship with each client, having a clear understanding of your values leads to a trusted client/adviser relationship vital to achieving the best possible outcomes and meeting your objectives.I have spent many years working alongside Accountants and Solicitors helping them to resolve and find solutions to their clients financial problems.I am currently developing a network of highly skilled professional advisers,who act with integrity to achieve the best possible outcomes for their clients.I am able to assist in the growth and development of new business and income streams for Accountants and Solicitors,drawing on my experience from creating and setting up Joint Ventures and the provision and delivery of seminars and workshops for both fee earners and their clients.Specialties;Creation of tax efficient investment portfolios,Inheritance tax and succession planning.Managing and advising on retirement options .Providing Share protection and Key person cover for the benefit of family owned business and corporates.Strategic financial planningI assist clients when important and difficult decisions are required,such as the sale or exit from their business and at retirement. I also specialise in advising clients going through divorce and the financial implications that can follow, ensuring that my clients have sufficient resources to meet their needs throughout their lifetime.

Listed skills include Investments, Strategic Financial Planning, Financial Advisory, Pensions, and 26 others.