Protect your family’s financial future

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Who are we?

We take a personal approach to wealth management. We get to know you, your financial circumstances and your attitude to risk.  Only then will we develop a financial plan which focuses on your short and long-term wealth management objectives.

Face-to-face meetings and phone calls are at the heart of your relationship with us. Developing a financial plan that aims to help you reach your goals involves us really getting to know your requirements through preparation, strategic planning and research.

What do we do?

Delivering a bespoke and trustworthy service to our clients is our number one priority.

At Thomas Coombs Wealth Management, we are with you throughout your life’s journey, consistently adapting our services to suit your ever-changing circumstances and needs.

To make it clear and transparent we have broken down our Financial Planning Process into 4 stages, to help you to meet your goals and expectations.

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