0330 038 8940
Based in Bath
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
4.6 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
Last checked: 26 April 2025
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
46
Recent Client Reviews
Thomas has received 46 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Thomas has received 46 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Thomas has not yet added their qualifications to their profile
Qualifications not yet added
Thomas has not yet added their qualifications to their profile
Transparent Fees
Thomas has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Thomas has provided information on their typical fees
Thomas has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Thomas
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
Last checked: 26 April 2025
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
46
Recent Client Reviews
Thomas has received 46 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Thomas has received 46 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Thomas has not yet added their qualifications to their profile
Qualifications not yet added
Thomas has not yet added their qualifications to their profile
Transparent Fees
Thomas has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Thomas has provided information on their typical fees
Thomas has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Thomas
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 6 first impressions)
Hi, I'm Tom Bartlett a financial planner at Ascot Lloyd, offering holistic financial planning across the southwest region. With over 10 years of experience in the financial services sector, I take pride in offering tailored advice to help my clients make informed decisions and achieve their financial ambitions. My particular areas of interest are investments, pensions both pre and post-retirement, and inheritance tax planning, with a strong focus on helping clients create financial security for the future. Whether you’re looking to grow your wealth, safeguard your assets, or plan for the next generation, I’ll work closely with you to develop a comprehensive, personalised plan. I believe the key to being a good adviser is having a reasonable level of technical knowledge but, more importantly, the ability to listen and connect with what really matters to clients. It is an amazing privilege and responsibility knowing so much about a client’s private affairs, their hopes and fears and helping them plan for the future. Outside of work, I love to spend time with my family and sport, be it watching or taking part. If you’re ready to take the next step in achieving your financial goals, please feel free to get in touch.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Thomas's clients
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.