Business Details
9 Years
experience
Trusted Financial Advisers in Grappenhall
Established in 2017 by Mark Thomas, a Chartered Wealth Manager, our firm prioritises client needs through personalised wealth management solutions. We specialise in serving high net worth individuals and business owners across Cheshire, Greater Manchester, and the North-West, with additional offices in Manchester, Liverpool, and Central London. As a Partner Practice of St. James's Place, we combine their industry-leading products with carefully selected third-party services to deliver bespoke financial strategies. Our approach focuses on building long-term relationships, ensuring clients receive tailored advice to build, grow, protect, and preserve wealth.With a commitment to excellence, we provide face-to-face consultations and maintain rigorous professional standards through our Financial Conduct Authority authorisation. Our team's expertise spans investment management, retirement planning, protection planning, and corporate services, supported by a network of trusted partners. We believe in transparent communication and continuous support, helping clients navigate complex financial decisions with confidence. Our registered office in Grappenhall serves as the foundation for our client-centric ethos, which remains central to every aspect of our practice.
Services
Investment management
Retirement planning
Protection planning
Corporate services
Mortgages
Wealth management
Details
- Year established: 2017
Highlights and features
- We offer a personalised approach with a limited client base for dedicated service.
- Our team includes a Chartered Wealth Manager with expertise in the North-West market.
- We combine St. James's Place products with third-party solutions for comprehensive advice.
- We maintain rigorous regulatory standards through FCA authorisation.
- Our long-term relationship-building ensures ongoing, adaptive financial strategies.
Associations and certifications
- Financial Conduct Authority (FCA)
- Chartered Institute for Securities & Investment (CISI)
Services
Investment management
Our investment management service helps clients grow their wealth through tailored strategies. We analyse your financial goals and risk tolerance to create diversified portfolios. With ongoing monitoring and adjustments, we ensure your investments align with evolving market conditions and personal objectives.
Retirement planning
We design retirement plans to ensure financial security during your later years. This includes pension optimisation, tax-efficient withdrawals, and longevity planning. Our approach considers your lifestyle aspirations and potential healthcare costs to create sustainable income streams for life.
Protection planning
Our protection planning safeguards your assets and loved ones against unforeseen events. We assess life insurance, critical illness cover, and income protection needs. By aligning policies with your financial commitments, we provide peace of mind through comprehensive risk mitigation strategies.
Corporate services
We offer tailored financial solutions for business owners, including succession planning and tax-efficient structures. Our corporate services address cash flow management, employee benefits, and growth financing. We help entrepreneurs achieve both business and personal financial objectives through integrated strategies.
Wealth management
Our holistic wealth management covers all aspects of financial well-being. From asset allocation to estate planning, we coordinate services to preserve and transfer wealth effectively. By addressing tax efficiency, intergenerational planning, and liquidity needs, we create comprehensive roadmaps for long-term financial success.
People
Mark Thomas
Founder & Chartered Wealth Manager
Mark established Thomas Wealth Advisory in 2017 after gaining extensive experience in North-West financial markets. As a Chartered Wealth Manager, he specialises in creating bespoke solutions for high net worth clients, combining technical expertise with a client-first approach to wealth management.
Questions
What services does Thomas Wealth Advisory offer?
We provide investment management, retirement planning, protection planning, corporate financial solutions, and intergenerational wealth strategies tailored to high net worth individuals and businesses.
How does your firm differ from other financial advisers?
Our limited client base allows for highly personalised service, combining local expertise with St. James's Place resources to deliver bespoke, long-term financial strategies.
Which areas do you serve?
We operate in Cheshire, Greater Manchester, and the North-West, with additional offices in Manchester, Liverpool, and Central London to support our client base.
What qualifications do your advisers hold?
Our team includes Chartered Wealth Managers regulated by the Financial Conduct Authority, ensuring adherence to the highest professional standards in financial advice.
How are investment decisions made for clients?
We create customised investment portfolios based on individual risk profiles, financial goals, and market conditions, with ongoing monitoring to maintain alignment with client objectives.
