Tony Thomas IFA Cardiff2019-10-15T10:02:17+01:00

Helping You Avoid The Many Dangers Of Poor Financial Advice, So You Can Achieve Financial Freedom And Security.

Financial Planning, Wealth Management, Estate Planning, Pensions & Retirement Specialist

Get Your Free Pre-Retirement Checklist

Helping You Avoid The Many Dangers Of Poor Financial Advice, So You Can Achieve Financial Freedom And Security.

Financial Planning, Wealth Management, Estate Planning, Pensions & Retirement Specialist

Get Your Free Pre-Retirement Checklist

UK Top Rated Chartered IFA Cardiff & South Wales

As Featured In The Times Newspaper February 2019

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Tony Thomas IFA Cardiff

AREAS OF EXPERTISE

PENSIONS & RETIREMENT

Pension Transfer Specialist - Pensions & Retirement
  • Retirement Planning

  • Pension Transfers

  • Pension Switches

  • Flexible Access Drawdown

  • Retirement Options

  • Pension Lump Sums

  • Annuities

  • Pensions and Divorce

  • Self-Invested Personal Pension (SIPP)

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PENSION & RETIREMENT CASE STUDIES

Pre Retirement Case Study
At Retirement Case Study
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Wealth Management Cardiff - Savings and Investments

WEALTH MANAGEMENT

  • Investment Portfolios

  • Ethical Investments

  • Investment Risk

  • Individual Savings Accounts (ISAs)

  • Asset Backed Investments

  • Enterprise Investment Schemes (EIS)

  • Venture Capital Trusts (VCTs)

  • Children’s Savings

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Independent Financial Advisor Cardiff - Financial Planning

FINANCIAL PLANNING

  • Cashflow Planning

  • Holistic Financial Review

  • Family Protection

  • Business Protection

  • Shareholder Protection

  • Keyman Insurance / Key Person Cover

  • Life Assurance

  • Investment Portfolio Review

  • Fund Review

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Estate Planning & Inheritance Tax Planning

ESTATE PLANNING

  • Family Succession

  • Life Assurance

  • Wills

  • Power of Attorney

  • Trusts

  • Gifting

  • Business Relief

  • Funeral Plans

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CLIENT TESTIMONIAL

If you are looking for tailored financial advice about how to prepare (financially) for retirement, look no further than Tony. After just a one hour initial consultation, I now have a clear plan on how to fill the small gap between the money that I have to retire on and the money that I need to retire on.

Tony’s approach is thorough, patient and understanding – everything that you need a financial planner to be. He asked me exactly the right questions and very quickly came up with a number of options that I have now implemented.

Talk to Tony now, before it’s too late!

Jane Ferré, March 2019

Jane Ferre Testimonial

LATEST NEWS & ARTICLES

For advice TODAY, please call Tony on:

Mobile: 07585 592494

OR

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IFA Cardiff & surrounding areas of South Wales