To maintain your current lifestyle and achieve your ambitions/objectives, you need to manage your resources well and plan carefully to meet those long-term goals. This will help you to fulfil your goals and for your finances deliver to the life you and your family want to lead.

At Thomas Wealth Advisory, a small number of clients leads to a more personal and bespoke approach, allowing time to get to know clients and their families better thereby ensuring the advice and financial plan is truly bespoke to each objective and need.

With experience of working with some of the UK's most successful business people and entrepreneurs, there is an appreciation of the link between clients' personal and business lives and how these interact.

An effective wealth management strategy will be devised, implemented and, importantly, monitored and reviewed. It is important that this plan is not 'set in stone' and remains fluid adapting to changing circumstances, requirements and ambitions.