Thomas Marshall

Thomas Marshall

S W Financial Management Limited

Minimum savings/pensions: Any amount

0330 038 8942
Based in Hamilton
View location
Top Rated 2025
Verified since: August, 2019
4.9 out of 5

188 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 03 March 2025

    Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Thomas has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 07 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.

  • 2

    Qualifications Uploaded

    2 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

  • 40

    Positive 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 40 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 03 March 2025

    Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Thomas has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 07 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.

  • 2

    Qualifications Uploaded

    2 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

  • 40

    Positive 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 40 first impressions)

At SW Financial Management we always strive to provide our clients with impeccable service and build strong foundations for a long-term client relationship. Understanding each and every clients' individual needs, objectives and aspirations is of prime important to us, and crucial in the creation of your bespoke solution. For private individuals this will include wealth management services such as investment management, tax, banking, trust and fiduciary services; and fund administration, custodian trustee, employee administration and special purpose vehicles solutions for our corporate clients. Being completely independent gives us and our clients the freedom to make the right decisions about their financial future and we pride ourselves in providing exceptional customer service and most importantly true and honest financial advice. You would find me in the office or working at home but in the small free time that I do manage to find, having recently had Twins, I spend it socialising with family and friends, listening to music, playing Golf and Occasionally Cycling.

Offers available through VouchedFor

If you choose to receive advice from Thomas after contacting them through VouchedFor then they will discount their fees by £200.

£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

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

Reviews of Thomas

Are you a client of Thomas? Write your own review

No reviews matching your filter selections.

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.