0117 295 0043
Based in Bristol
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FCA Regulated
Thomas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 April 2025
Thomas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Thomas has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Thomas has received 3 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: 13 February 2025
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.
Qualifications Uploaded
Thomas has not yet added their qualifications to their profile
Qualifications not yet added
Thomas has not yet added their qualifications to their profile
Transparent Fees
Thomas has not yet added their fees to their profile
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Thomas has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Thomas
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Thomas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 15 April 2025
Thomas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Thomas has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Thomas has received 3 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: 13 February 2025
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.
Qualifications Uploaded
Thomas has not yet added their qualifications to their profile
Qualifications not yet added
Thomas has not yet added their qualifications to their profile
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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Thomas
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 3 first impressions)
I am the founder of Purple Fox Financial Planning. With nearly 25 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a Financial Planner. I began my career in a technical paraplanning role, which provided me with a solid foundation in financial analysis and planning. In 2005, I transitioned to a Financial Planner position, and by 2008, I had earned Chartered status, one of the highest recognitions in the financial planning profession. My commitment to continuous professional development and excellence in the field is further demonstrated by my status as a Fellow of the Personal Finance Society. Throughout my career, I have worked with some of the leading wealth management firms in the UK. However, I found that these environments often prioritised acquiring new clients and maintaining profit margins over delivering a truly client-focused experience. The actual planning work was frequently handled by colleagues who were removed from the client’s situation, which conflicted with my vision of a personalised, high-quality service. Motivated by a desire to provide an independent, service-oriented approach, I founded Purple Fox Financial Planning. I am dedicated to ensuring that all my client's relationship is directly with myself. This model allows me to focus on providing exceptional care, supporting clients throughout the year as they make important financial decisions, not just during annual reviews. My primary goal is to build long-lasting relationships based on trust, proactively helping clients meet their financial goals and aspirations. I am committed to offering a comprehensive financial planning service that caters to the needs of all family members, ensuring that clients receive personalised and attentive service at every stage of their financial journey. Outside of work, I enjoy spending quality time with my wife Anja, our daughter Amber, and my two beloved dogs, Pebbles and Peaches. I am a keen golfer and longstanding member of Henbury Golf Club in Bristol. I am also an occasional cyclist and a passionate supporter of local sports, regularly attending local football and rugby games.
£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
Purple Fox Financial Planning Limited is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 197107. Purple Fox Financial Planning FCA number 1011691. Purple Fox Financial Planning Ltd is registered in England and Wales, Company registration number 15399775. Registered Office 83 Westbury Lane, Bristol, BS9 2PS.