Each member of our experienced financial planning team is fully qualified to assess your individual needs and provide tailored advice, covering investments, pensions, retirement, protection and estate planning.
Strategies are tailored to your specific needs — assessing each stage of you and your family’s lives. We are also truly independent, so any financial products we offer are completely free of any bias or obligation. Our job is to navigate you through these obstacles.
These services are provided through Gerald Thomas Wealth Management Limited, a connected entity authorised to provide advice on financial services.
Rupesh and Alex Thomas appeared on Dragons' Den and secured a £100,000 investment from Peter Jones. But after the show, the couple turned the money down and went on to raise more than £275,000 through crowdfunding. Alex tells the story.
Signposting for advice, tools and resources for members wanting to start turning an idea into a business.
During the early stages of a new business, it is important to build strong foundations that will provide support as it grows. This session is space to receive guidance on the financial aspects that require attention and how to go about setting them up. Topics include: • Company set up • Finance planning • Management accounting • Budgeting and forecasting • Taxation • Paying yourself • Pricing • Revenue and expenses management • Identifying opportunitiesCost: £100 - £249