Investment
We’ll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate.
Life Assurance
Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.
Mortgages
With the current economic climate, many people may be forgiven for thinking getting a mortgage is nearly impossible! This is simply not the case. There has never been a better time to seek professional help.
Equity Release
Releasing equity is a simple process by which you can release capital or income but there are a host of different types of schemes. Our role to guide you to the best deal for your circumstances, both now in the future. We are Independent and can use the whole of the market place.
Inheritance Tax Planning
Pension & Retirement Advice
In simple terms, we’ll start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice.
Andrew Thomas (previously operating as Thomas Financial Services )has now joined Red Dot (Cymru) Ltd, Independent Financial Advisers as a Director advising Pension and Investment clients.
We have dedicated Mortgage and Life assurance experts on hand to deal with enquires in these areas. Existing Thomas Financial clients have been advised and have no change to their contracts or services
We offer advice and planning services for people who want to make the most of their finances.
No matter what your financial concern or complexity, we can provide advice and guidance across your entire affairs.
Andrew Thomas (previously running Thomas Financial)has now joined Red Dot (Cymru) Ltd Independent Financial Advisers as a Director advising on the Investment and Pension sector.
Thomas Financial Services Ltd – financial services Pembrokeshire
Sound advice on Investments and pension and regular follows ups.