Executives & high earners
Build your wealth wisely
You have worked hard to be in the position you are in today and it has been an incredibly rewarding journey. Earning a higher income has its advantages, but it also means your finances are more complex. That is why financial planning is key.
As specialists in this area, we will help you to manage your finances by looking at tax-efficient opportunities, organising your pensions and building a diverse investment portfolio. Everything we do will have your goals in mind so you can feel confident about what the future holds.
Would you like to…
Feel more confident about your financial future?
Ensure your investments are working hard for you?
Create a personalised plan that allows you to reach your goals?
Ensure you are not paying more tax than necessary?
Here’s how we can help
Delivering goal-based planning
We want what is best for you, and to deliver this, we create a bespoke plan based on your goals and visions for the future.
We look at your objectives through a fresh set of eyes. We will answer questions you may have and explore what is important to you to make sure you are presented with the right outcome.
We care about relationships
We will really get to know you and build a long-term, trusted relationship. You will regularly communicate with your Planner, Paraplanner and a dedicated Client Relationship Executive.
We truly value our work with you and will continue to guide you once your plan has been implemented.
Building a portfolio that works for you
Once we have come to a conclusion about your attitude to risk and objectives, we can go about creating an investment portfolio that will help you to achieve your long-term goals.
You will feel positive about the road ahead and that you are making the right decision at this stage in your life.
Tailored solutions that benefit you
You have worked hard to get your finances in the position they are today. We want to be sure that your money is working for you, whether that is with financial coaching, tax-efficient solutions or diverse investments.
By aligning your finances with your values, we will create a tailored plan that meets your needs.
Don’t just take our word for it. Hear from our clients
of clients would recommend us to other people they care about
believe that we’ve helped them to achieve their financial goals
were satisfied with the speed of response from our support team
Your journey: step by step
Take the first step towards transforming your finances and come on a rewarding journey with us. We follow a five-step process that keeps you informed at every single stage, so you know you are always heading in the right direction.
Your journeyThomson 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.
© Copyright 2022 Thomson Gray Wealth Management. All rights reserved.
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