THANKS

CLIENTS

a business owner

working in a creative profession

looking to future-proof your finances and reassure yourself that you are on track

retired and unsure if your financial resources will last your lifetime

thinking about retiring and want to start preparing

interested in spending more in retirement

looking to spread the risk of your savings and maximise interest

concerned you are paying too much tax

leading a busy life and lack time to efficiently plan your finances

looking to realise your personal life goals and use your finances to do so

in need of protecting your family or business if you were to pass away, become ill or incapacitated

experiencing a life change such as selling a business, bereavement, changing career

considering investing a capital sum in a cost-effective, globally diversified, and proven investment

looking to consolidate your pensions and/or investments

worried about the risk you are taking with your wealth

planning your finances with your family to pass on wealth tax efficiently

needing to improve your financial organisation, confidence or control

worried you are not making the most of your finances

concerned about financial issues and want them solved

T:  +44 (0)203 828 7107

M: +44 (0)756 352 9918

E:  sam@thankswp.com

W: www.thankswp.com

Thanks Wealth Planning

3rd Floor

86-90 Paul Street

London

EC2A 4NE

THANKS Wealth Planning Ltd. is registered in England and Wales. Company number: 10616529 Registered address: 1st Floor, Telecom House, 125-135 Preston Road, Brighton, England, BN1 6AF Authorised and regulated by the Financial Conduct Authority. Thanks Wealth Planning is entered on the Financial Services Register https://register.fca.org.uk/ under reference 840337 If you wish to register a complaint, please write to sam@thankswp.com or telephone 0203 828 7107 A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567

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