0330 038 8939
Based in Petersfield
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2025
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
Last checked: 07 April 2025
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
7
Recent Client Reviews
Thomas has received 7 client reviews in the past 12 months; 88% of these have been verified
Verified reviews: 88%
Thomas has received 7 client reviews in the past 12 months; 88% 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: 05 July 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.
15
Qualifications Uploaded
Thomas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 10 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 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
Last checked: 07 April 2025
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
7
Recent Client Reviews
Thomas has received 7 client reviews in the past 12 months; 88% of these have been verified
Verified reviews: 88%
Thomas has received 7 client reviews in the past 12 months; 88% 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: 05 July 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.
15
Qualifications Uploaded
Thomas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
15 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 10 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 10 first impressions)
Money's greatest value is to give you control over how you spend your time.* Have you ever wanted that box of paperwork under the stairs of sorted? Or wondered if you have enough saved to do what you want to do? Or just that everything will be financially ok? My role is to help you make better decisions with your money so you can live a better life. I work with people who need someone to trust with their financial worries, receive expert guidance and create a financial life plan. You will benefit from jargon and complexity free advice across all financial aspects of life including: - ensure you do not run out of money whilst living a comfortable retirement with pension and investment advice - mitigate how much you have to give away in taxes - protect those you love, for when you're not here How? I firmly believe that the only way to deliver true financial planning is to understand what each individual and their family want out of life. It's only by taking the time to establish this purpose, that we can build a long-term plan to achieve it. I mostly help clients who are looking to free up their working life and enjoy themselves, whether now or in the future. I take great pleasure, when after years of planning, my clients feel ready to retire from work and take that dream holiday travelling across New Zealand or book a world cruise for example. I have over 10 years industry experience and am proud to have attained the highest possible level of industry qualification, Fellow of the Personal Finance Society. I live in Southampton with my wife and our two young children, who take up most of my spare time! When I do have a moment to myself, I enjoy watching live music, trying to keep fit playing 5 aside or Park Run. I enjoy cooking American BBQ and eating as much as possible! *Morgan Hounsel The Psychology of Money"
Offers available through VouchedFor
Contact Thomas through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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