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

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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

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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.

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TT Wealth News Jan 2021
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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)

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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

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

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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

Staggered Retirement

By |Podcast|

Staggered retirement is becoming an increasingly popular option for people who aren’t quite ready to leave the world of work, or who may not yet be in a position [...]

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For advice TODAY, please call Tony on:

Mobile: 07585 592494

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IFA Cardiff & surrounding areas of South Wales

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