Luis Thomas

Graduating with a degree in Business Administration from Heriot Watt University in Scotland (Edinburgh) in 2017, through my interest in financial research and analysis, I am now a Chartered Financial Planner and Fellow of the Personal Finance Society. I have been providing advice on Pensions, Investments, Equity Release, Long Term Care, Mortgages & Financial Protection over the last six years. I endeavour to build genuine relationships with all clients, as for me, every client matters. I thrive when I see client’s financial objectives become a reality. For me advising is more than just a job, it has become a real passion. When advising I always do my very best to earn the trust and respect of all those who put their faith in me and will be with you throughout every step of your journey. One thing I love about my job and the industry that I work in is getting to know people from all walks of life. It’s great to be able to share information, knowledge and learn from one another. From helping clients who have never had an adviser before to experienced investors looking to take a step back themselves. I enjoy helping individuals and small business owners in being tax efficient and planning for the long term. From managing investment risk, to encouraging people to invest wisely when it comes to pensions, to ensuring people feel comfortable in the things which they invest into. Whether that be changing assets, consolidating assets, investing in ethical assets or leaving assets well alone; and if so, telling you why this is important. My aim is to provide the client with long term security and achieve their financial goals. My focus when advising is to take complex information and translate it into understandable bite size chunks. I aim to educate my clients so that they can make suitable choices to give them the best chance of meeting the goals and objectives that they set themselves. Outside of work, I enjoy walks in the countryside, rugby, car and motorbike racing, and supporting my local football team, Tonbridge Angels. My personal values drive me to be the best adviser I can. Every relationship with a client matters to me. I know that getting advice is very personal, and it’s very personal for me too.