Financial Adviser in Swansea

Andrew Thomas

07935723691

andrew.thomas@trulyonline.co.uk

I am a Financial Adviser at Truly Independent. I specialise in providing financial advice for investments, pensions, protection and mortgages.

Having spent 15 years in the financial service industry in many different roles, supporting clients face to face and watching them achieve their financial goals inspired me to become a Financial Planner. My passion is building and maintaining relationships and helping new and existing clients.

My experience has taught me a person’s financial decisions are very likely to influence their entire future. I am passionate about taking responsibility for this and helping my clients.

I strive to be part of all major life events for my clients, celebrating as they achieve their life goals while evading life’s unexpected curve balls. Future-proofing their finances and creating a better financial future.

I offer a free, no obligation, initial consultation. Book yours today.

Financial Advice Services

Investment

Pension

Protection

Mortgage

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My Financial Advice Process

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your protection insurance remains up to date and will give you regular updates and information regarding this.

I have known Andrew Thomas as my financial adviser for 2 years, he is a friendly person, and has always given good advice, when I lost my husband, he did everything that he could to make any transfers of funds as easy as possible. I personally would recommend Andrew to anybody, and coming from me that is really something to believe.
★★★★★

Having stagnated with my previous FA and the advice I was given; it has been utterly refreshing to have started working with Andrew. His enthusiasm, professionalism and incredibly vast knowledge of the various sectors of the industry has reignited my confidence and I know I’m in good hands. Not only has Andrew helped me with mortgage, life and income protection, he has helped me move my pension funds to a far more lucrative holding and I’ve already seen impressive gains in a relatively short space of time. Further to this, I feel like my best interests are taken care of. Andrew is prompt, reliable and always keeps me up to date on proceedings. I would highly recommend Andrew and the services he provides and am actively doing so to friends and family. Long may this continue, keep up the great work!
★★★★★