Thomas Porter
DipFA
I have a passion working with business owners, getting to understand their business and personal goals and getting the right financial plan in place to support these. I approach financial planning as one of problem-solving and not product selling. Therefore, my clients can experience and receive the most comprehensive and appropriate advice and experience. This is all in place to enable my clients and their families to create and build long lasting relationships, helping them see through their goals and aspirations. I believe proper financial planning should give someone the comfort, confidence and knowledge to fully enjoy their life without the fear of running out of their money or dying with too much.
About
Prior to accepting the invitation to join St. James's Place, I have spent 12 years within the financial industry; building and protecting the wealth of my clients and their families. As a consequence, I have established many working relationships with individuals within the sector, due in part, to the insight and understanding that I have for their specific financial requirements.
I am committed to ensuring that my industry knowledge remains relevant and current; placing a strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid and personal, long standing relationships with my clients, ensures that I am able to offer a holistic and professional service.
Outside of work I am a devoted husband and father to my wonderful daughter and I am also a keen rugby player.
At Thomas Porter Wealth Management we offer exceptional advice for individuals, Private and Corporate clients. We appreciate that no two clients are the same and therefore understand your personal or business objectives delivering solutions that are right for you.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 23/11/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
