Accreditations
A Chartered firm to put your trust in
We are one of a select few firms in the UK that hold Chartered status. This is the “gold standard” of financial planning and positions us as one of the country’s leading practices.
As a Chartered firm, we must:
- Meet rigorous criteria relating to professional qualifications and competence
- Regularly consolidate and update our knowledge
- Adhere to ethical and best practice codes, including an industry Code of Ethics.
We care about forming long-lasting relationships with our clients, as proven by the fact that some have been with us for more than 25 years. This is the reason we are dedicated to providing a consistently excellent service.
What Pension Transfer Gold Standard means for you
We are proud to have met the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. It is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice.
You can be confident that when we provide pension transfer support, we will always be transparent and help you understand our advice and the processes behind it.
Your success is our passion
For more than 25 years we have been helping people to better their lives and achieve their goals. We are a Chartered firm which values listening and nurturing long-term relationships with our clients. But that is not all…
Why choose usThomson Gray Wealth Management Limited is registered in England & Wales no. 07596937. Registered office, 4 Duncan Close, Redhouse Square, Moulton Park, Northampton NN3 6WL.
Authorised and regulated by the Financial Conduct Authority. Thomson Gray Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 564126. If you wish to register a complaint, please write to us at the address above, call us on 01604 499134 or email us at enquiries@thomsongray.co.uk.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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