About Us
Thomas is a fully qualified financial advisor with the Chartered Insurance Institute in the UK and holds The RQF level 4 Diploma in Regulated Financial Planning which meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.
R01 Financial services, regulation & ethics
R02 Investment principles and risk
R03 Personal taxation
R04 Pensions and retirement planning
R05 Financial protection
R06 Financial planning practice
Thomas is also a European Financial Advisor with the Personal Finance Society.
He is currently studying for the Level 6 Advanced Diploma in Financial Planning with the goal of becoming a chartered financial advisor. I have also completed certifications in Blockchain Basics, Smart Contracts, and Programming for Everybody. These credentials demonstrate my commitment to continuous learning and staying updated on the latest trends and innovations in the financial industry.
For the last four years, Thomas has worked alongside some of the best advisors in Europe to assist them in providing bespoke financial solutions to international clients in France, Italy, Portugal, Spain, Switzerland and many more.
He has extensive knowledge and experience in cross-border financial planning, tax-efficient investments, international retirement planning, family and estate planning, inheritance tax planning, and repatriation strategies.
Thomas helps expatriates and international investors reach and often exceed their financial goals by working closely with them to devise, implement, and manage tailored financial strategies and solutions that help them create, grow, and maximize their wealth.
He's passionate about helping my clients achieve their financial goals, and is committed to providing them with the highest level of service and support.
Thomas believes that everyone deserves access to quality financial advice, and is committed to helping his clients make informed decisions about their money.
If you are an expatriate or international investor, We encourage you to contact Thomas to learn more about how he can help you achieve your financial goals.
If he is unable to assist you or meet your needs it would be his pleasure to introduce you to an advisor in his network that will help you achieve your goals