0330 038 8942
Based in Poole
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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: 15 April 2025
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
8
Recent Client Reviews
Thomas has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Thomas has received 8 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: 14 March 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.
1
Qualifications Uploaded
Thomas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Thomas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Thomas has not yet added their fees to their profile
Fees not yet added
Thomas has not yet added their fees to their profile
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: 15 April 2025
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
8
Recent Client Reviews
Thomas has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Thomas has received 8 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: 14 March 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.
1
Qualifications Uploaded
Thomas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Thomas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Thomas has not yet added their fees to their profile
Fees not yet added
Thomas has not yet added their fees to their profile
I work with a number of different clients with various needs and objectives, including business owners, clients planning for retirement and retirees looking to pass wealth onto their families. I provide holistic financial planning with a focus on investment, retirement planning, estate and legacy planning and have been a member of the PFM team since 2019. In my spare time, I enjoy spending time with my family and travelling and am also working towards Chartered Financial Planner status.
£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
This Financial Planner is a valued member of the PFM Associates team. For further information about PFM Associates, please visit www.pfmassociates.co.uk PFM Associates Limited is authorised and regulated by the Financial Conduct Authority. PFM Associates Limited is registered in England and Wales, company registration No 03871403.