Thomas Raby
Chartered Financial Adviser & Long-Term Care Specialist
With over 20 years’ experience in financial planning, I am well positioned to help an individual, business or company achieve their financial aims and goals. I offer clear and easy to understand face-to-face advice and have the backing of the prestigious St. James's Place, the Uk's largest Wealth Management firm and a FTSE 100 company.
About
Thomas has been committed to providing first class client service and great outcomes whilst always investing time and energy into being the best for his clients. His Adviser career in financial services began in 2005 and progressed from there to experience 15 years working with a well known High Street Bank.
This involved working in prestigious locations all over London working with a diverse and varied clientele including Company Directors , Partnerships and Sole traders as well as focusing on the individuals personal needs behind these businesses.
In 2014, he accepted an offer to work for the Private Banking Department of a bank to provide him with a more in depth knowledge of private wealth management and the banking system.
At the same time he was able to return to his home county of Norfolk to raise his children around his family which was important to him and his wife.
Thomas loves his work and sees himself as a professional problem solver and will ensure he takes the time necessary to fully listen and understand your needs and priorities before implementing a plan. He will help you make good decisions with your money and understands that no two clients are the same. He is proud that he has helped so many people save, grow and pass on their wealth to their loved ones where necessary.
"I take pride in building long lasting relationships and I really appreciate the trust that is placed in me when helping a client with their decisions.”
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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 04/03/2023
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.
