An overview of what we offer you
At Thomas Financial Services Ltd we aim to
- Provide our clients with access to first-class advice and service at the best value
- Put the needs of our clients at the heart of everything we do
- Constantly strive to improve and innovate our propositions.
- Use a fair and open charging system for all our clients
How we get paid
We are a fee based financial planning practice, and this means that clients pay fees for our services.
Your initial meeting with us is at our expense and you are under no obligation to use our services. The purpose of the initial meeting is to discuss your requirements, to outline how we can help you and for you to decide whether we are the right adviser for you. If we decide to work together, we will agree the advice and services you require and outline our fees.
Should you instruct us to arrange investments or insurance plans on your behalf, implementation fees will be payable. You may elect to pay us by commission rather than personal fee payment for the implementation of non-investment insurance plans. A fee will be payable for the provision of ongoing services.
Full details will be provided to you before you choose to use our services.