A Partner Practice of St. James's Place Wealth Management

Thomas Wealth Management

Brian Thomas

DipPFS
As an experienced Financial Planner having been in Financial Services since 1984, I provide professional, holistic financial advice to individuals and business owners, to help align their finances with what’s most important.

About

I am a farmer\\\'s son from the Brecon area and a keen sportsman in the past having represented England students in rugby, while at Chester College and Ebbw Vale, Swansea, Breconshire and Penguins RFC at senior level prior to the days of regional rugby in Wales.

I work closely with clients to create and implement financial plans to help them achieve the future they want for themselves and their families. My knowledge and expertise, combined with that of other specialists at St. James's Place, allow me to implement and review bespoke financial plans for clients to help them meet their objectives in an ever changing economic environment.

As a Partner Practice of St. James's Place Wealth Management covering in the main Abergavenny and the surrounding area, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

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.