As an independent financial adviser, my mission is to provide personalised, transparent, and trustworthy financial guidance tailored to your unique needs and goals. Over the years, I’ve had the privilege of helping individuals and families navigate the complexities of financial planning, investment strategies, and wealth management.
On this page, you’ll find testimonials from some of my valued clients who have experienced the difference that dedicated and individualised financial advice can make. Their stories and feedback are a testament to my commitment to excellence and the positive impact of a personalised approach to financial advising.
I invite you to read through these testimonials to gain insight into the quality of service and the success that comes from a trusted financial partnership. Thank you for considering my services, and I look forward to the opportunity to help you achieve your financial aspirations.
“Having been badly let down by previous financial advisors and not knowing where to turn to for advice, I was introduced to Andrew Thomas.
This was a lightbulb moment for me. Andrew is an enthusiastic and professional young man, with a vast knowledge of the pension and investment sectors. I on the other hand had little or no understanding of either but with his guidance and many questions from myself Andrew has put my mind completely at ease.
I now have a pension that is working for me and will allow me to meet my expectations of retiring sooner rather than later.
Put your trust in this young man you will not be disappointed.”
★★★★★
“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!”
★★★★★
“I didn’t really know I needed a financial advisor until I Got Andrew. Now I never know how I coped without him! Andrew’s advice has been invaluable. His experience and knowledge has provided me with absolute confidence I have everything in order, which is priceless! Very easy to get along with and makes everything seem easy! For the first time I feel I have a handle on things, whereas in the past my lack of knowledge led me to bury my head in the sand. I don’t have to think about anything now, as I know Andrew is thinking for me. I wish I had Andrew looking after things for me 10 years ago!”
★★★★★
Swansea, UK