Thomas Wealth Advisory

Our Story

At Thomas Wealth Advisory, we pride ourselves on delivering exceptional client service and high-quality, holistic advice that ensures our high net worth clients and their families receive the utmost care and attention. Our team of specialists, led by Mark Thomas, a leading Chartered Wealth Manager in the North West, takes a personal and bespoke approach to understanding your unique financial needs.

What We Do

We specialise in providing high-quality advice on various aspects of wealth management, working closely with you to help you achieve your financial goals. From entrepreneurial ventures to family offices, our expertise encompasses a wide range of services, including:

• Wealth creation and preservation
• Investment management
• Tax planning and structuring
• Estate planning
• Succession planning

Our Approach

At Thomas Wealth Advisory, we do not provide 'one-size-fits-all' solutions. Instead, we take the time to understand each client's unique circumstances, goals, and aspirations. We then tailor our advice to meet your individual needs, ensuring that your wealth is preserved, grown, and passed down to future generations.

Our Partnerships

As a Partner Practice of St. James's Place, we have access to a range of expert professionals and resources. This collaboration enables us to provide comprehensive advice and tailor-made solutions that cater specifically to our clients' needs.

Our Clients

We cater to a select group of high net worth individuals and families, providing personalized attention and bespoke advice. Our clients come from various industries, including entrepreneurship, corporate, and private wealth.

Our Expertise

Our team is committed to staying at the forefront of the wealth management industry, ensuring that our clients benefit from the latest insights, innovations, and investment opportunities.

Get in Touch

If you'd like to discuss your financial requirements, please don't hesitate to get in touch. We would be delighted to schedule a consultation and provide you with tailored guidance.