0121 347 6924
Based in Birmingham
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 15 February 2025
Thomas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Verified reviews: 100%
Thomas has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 05 November 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.
3
Qualifications Uploaded
3 qualification certificates 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 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
83% of users who are not yet clients had a positive first experience with Thomas
83% 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 Regulated
Last checked: 15 February 2025
Thomas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Verified reviews: 100%
Thomas has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 05 November 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.
3
Qualifications Uploaded
3 qualification certificates 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 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
83% of users who are not yet clients had a positive first experience with Thomas
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 6 first impressions)
At Wealthwide, we help principal, associate and retired dentists to live the life they want without the fear of running out of money. We call this process Financial Planning. Our clients typically decide to work with us because they want to: ~ have a financial plan for the next 20-30 years and review it regularly ~ have a fun, relaxed, re-assuring and jargon free meeting at least once a year ~ work with a team that's interested in them and understands their finances and future objectives ~ make the most of their money, and ensure it's invested appropriately and cost effectively ~ find out when they have enough (or make sure they still do) ~ calculate how much more they can spend / gift without affecting their future lifestyle ~ work out how much less tax they can pay without unduly upsetting HMRC ~ ensure their family is well looked after in the event of their premature death or ill health I am delighted to have received the Vouchedfor Certificate of Excellence in 2019, 2020, 2021, 2022, 2023 and again in 2024. We're also pleased to feature as a Vouchedfor Top-Rated firm in 2024. If you'd like to find out more - please get in touch. All you need to do is let us know when you'd be free to have an initial phone call, and we'll send you a link to answer a few questions online before we speak. At the end of a 20-30 minute call we'll agree whether we both want to take it further. If we do, then we'll book a Zoom meeting which is done at our cost with no obligation. At some point we'd love to meet you at our offices in Edgbaston, Birmingham.
£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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VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Wealthwide works with dentists throughout the UK, to help them see their full financial picture so they can get more out of life. We can help dentists understand ...
~ when they can afford to retire
~ how much they need to sell their practice for
~ whether they should buy a practice in the first place
~ how much they can afford to give their children.. if any..
~ if they can actually afford to spend or gift a little more money each month
We will offer an initial meeting at our expense to help us find out whether or not we can work together.
If you do make an enquiry via this website, please ensure you include your GDC number, so we know you're a UK dentist.
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