Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

BOOK APPT
Tony Thomas IFA Cardiff2020-12-02T20:14:58+00:00

Live For Today, Invest For Tomorrow.

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

Get The Latest Financial Planning Newsletter

Live For Today, Invest For Tomorrow.

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

Get Latest Newsletter

UK Top Rated Chartered IFA Cardiff & South Wales

As Featured In The Times Newspaper February 2019 & 2020

Make An Enquiry

PENSIONS & RETIREMENT

Helping you achieve financial freedom in retirement to enjoy the things you’ve dreamt of doing.

WEALTH MANAGEMENT

Creating wealth for you and your family’s future aspirations, needs and financial well being.

FINANCIAL PLANNING

Building you a financial plan now that will ensure you and your family have a secure financial future.

ESTATE PLANNING

Ensuring the right people inherit your wealth quickly, and in a tax efficient and effective manner.

Sign up to receive the latest TT Wealth Financial Planning Newsletter along with regular tips by email

TT Wealth News Jan 2021
 Your email address will NEVER be shared or sold. You are always free to easily unsubscribe or customise your email preferences at any time.
If you have any questions, please contact: tony@ttwealth.co.uk

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)

Learn More

PENSION & RETIREMENT CASE STUDIES

Pre Retirement Case Study
At Retirement Case Study
Read More
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

Learn More
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

Learn More
Estate Planning & Inheritance Tax Planning

ESTATE PLANNING

  • Family Succession

  • Life Assurance

  • Wills

  • Power of Attorney

  • Trusts

  • Gifting

  • Business Relief

  • Funeral Plans

Learn More

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

Book Appointment

IFA Cardiff & surrounding areas of South Wales

© Copyright 2018 -  Tony Thomas |   All Rights Reserved   |  Privacy Policy
Go to Top