Thomas Financial Ltd

Director

Financial Adviser

Self-employed

With over 25 years Financial Services Industry experience 24 years giving financial advice to my clients. I truly believe the use of modern technology will revolutionise this industry which has been largely paper based.

I deliver straightforward and transparent advice in a simple and convenient way to my clients. The True Potential Technology provides my clients with access to their investments 24/7 through their iPhone, Tablet or PC I work very closely with my clients and they are able to reach me at all times including evenings and weekends by phone, email, text and by Secure Messages via their client site.

An innovation in the industry we call impulseSave®, this is our revolutionary, first-of-its-kind technology that helps you save your money in an instant. Simply login and invest from as little as £1, in an instant.

True Potential’s most recent accolades include being awarded ‘Best Use of Technology by an Adviser‘ and ‘Best Support Service‘ (for third year running) as well as runner up for ‘Adviser Firm of the Year‘ at the 2014 Money Marketing Awards.

Independent Financial Adviser working with clients to achieve financial goals. Mostly spend time with existing and new clients looking at ways to improve their financial position for example preparing for retirement.
We look at the whole market and form a bespoke plan fitted to our client needs.

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