Business Details
23 Years
experience
Independent Financial Advisers in Newton Abbot
Established in 2003, Thomas & Gentry Independent Financial Advisers has built a reputation for delivering tailored financial solutions to individuals and businesses. Our team combines technical expertise with a client-focused approach, ensuring advice is both practical and aligned with long-term objectives. With Chartered status and decades of collective experience, we prioritise transparency and ethical practices in all aspects of our work. Our services span protection, mortgages, pensions, and investment planning, supported by a commitment to ongoing client education. We maintain authorisation from the Financial Conduct Authority, reflecting our adherence to rigorous regulatory standards. While our founding partner Andrew Thomas retired in 2020, our operational philosophy remains unchanged.We continue to serve clients across Devon and beyond, offering both one-off consultations and comprehensive financial strategies. Our team's qualifications, including industry-recognised diplomas and certifications, underscore our technical proficiency. Client relationships are nurtured through regular communication and a deep understanding of evolving financial landscapes. We actively engage with both private and corporate clients, addressing complex financial challenges with clarity and precision. Our office in Newton Abbot provides a welcoming environment for face-to-face discussions, complemented by remote consultation options.
Services
Protection
Mortgages
Savings
Investments
Pensions
Details
- Year established: 2003
Highlights and features
- We hold Chartered status, placing us in the top 10% of UK financial advisers for qualifications
- Our team has over 60 years combined experience in financial services
- We maintain FCA authorisation, ensuring regulatory compliance and client protection
- Our advice combines technical expertise with a personalised, client-focused approach
- We offer comprehensive financial planning for both short-term needs and long-term goals
Associations and certifications
- Financial Conduct Authority
Services
Protection
Our protection services help clients safeguard their financial future through tailored insurance solutions. We assess individual needs to recommend appropriate life, critical illness, and income protection policies. This service ensures clients maintain financial security against unforeseen circumstances while balancing affordability and comprehensive coverage.
Mortgages
We provide mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. Our independent status allows access to the whole market, ensuring competitive rates and terms. We guide clients through the entire process, from initial affordability assessments to final completion.
Savings
Our savings strategies focus on achieving short and medium-term financial goals through appropriate cash deposit accounts and ISAs. We help clients optimise returns while maintaining liquidity and capital security. This service includes regular savings plans and lump sum investment options tailored to individual risk profiles.
Investments
We create diversified investment portfolios aligned with clients' risk tolerance and financial objectives. Our approach combines traditional and alternative assets to maximise returns within acceptable risk parameters. This service includes ongoing portfolio reviews and rebalancing to adapt to changing market conditions and personal circumstances.
Pensions
Our pension planning covers workplace, personal, and self-invested pensions. We specialise in pension transfers, drawdown strategies, and tax-efficient retirement income solutions. This service ensures clients maximise their retirement funds while complying with evolving pension regulations and tax rules.
People
John Gentry
Director
With over 30 years in financial services, John co-founded Thomas & Gentry in 2003. Holding Chartered status, he specialises in comprehensive financial planning for private and corporate clients. His expertise spans investment strategy and long-term financial solutions.
Mark Emery
Paraplanner
Mark supports our advisory team with technical analysis and documentation. Qualified in mortgage advice and investment planning, he ensures compliance with regulatory standards. His 35-year industry experience enhances our service delivery and client reporting quality.
Helen Thomas
Financial Adviser
Helen provides tailored financial solutions, specialising in retirement planning and investment strategies. With a Diploma in Regulated Financial Planning, she helps clients achieve their long-term financial goals through structured, compliant advice.
Mia Pearson
Office Manager
Mia ensures smooth office operations and excellent client service. She coordinates administrative tasks and client communications, maintaining the high service standards Thomas & Gentry is known for. Her organisational skills support the advisory team's efficiency.
Questions
What financial services do you specialise in?
We specialise in protection, mortgages, pensions, savings, and investment planning. Our independent status allows tailored solutions across these core financial areas.
Are you regulated by the Financial Conduct Authority?
Yes, we hold FCA authorisation under reference 438796, ensuring our advice meets strict regulatory standards and client protection requirements.
What qualifications do your advisers hold?
Our team includes Chartered status holders and professionals with diplomas in financial planning, mortgage advice, and investment management.
Do you offer corporate financial advice?
Yes, we provide business financial solutions including corporate pensions, protection strategies, and investment planning tailored to company needs.
