I have built the business through personal recommendations from clients who are confident that I will offer trusted advise and expertise to their colleagues, friends and family. I look to build long term relationships with clients through effective communication, building confidence and reassurance that their finances are in safe hands.
T.H. Wealth Management is an Associate Partner Practice of St. James's Place Wealth Management. The business is owned and run by Tony Hogan who has over 30 years experience in the financial industry of which over 20 years has been spent as an adviser.
Tony is well qualified including Diploma Standard of CII Financial Planning and CeMAp (Mortgage Advice). Tony's approach is about taking sufficient time early on in the process/relationship to really understand each client; their goals, their ambitions and what really is driving them when making financial decisions.
T.H. Wealth Management specialises in offering a wide range of expertise to help both individuals and business people understand and manage their finances by taking a realistic and long term view of their future financial goals.
Working as a representative of St. James's Place Wealth Management, Tony ensures that his clients benefit from trusted advice. This is combined with experience and a high level of service and 'after care' which can be difficult to find not only in financial services, but many industries.
Planning for a secure future is one of the most important decisions you will make in life and it is never too early to start. T.H. Wealth Management offers personal, face to face financial advice to clients based around Manchester (particularly the Oldham, Rochdale, Bury and Bolton areas) although we deal with clients throughout the North of England.
All our clients are offered at least one annual review although we do meet with a number of clients on a more frequent basis, to discuss all aspects of financial planning. This enables them to take full advantage of any changes in the markets, or legislation or tax law. Well informed clients can make informed choices to plan a secure future for themselves, their family or business giving them peace of mind.
I would like to invite you to contact me to find out more about how we can work together to make your financial planning a little easier.
We offer an excellent wealth management service which will help you achieve your goals