TRUST

We act as trusted wealth planning counsel and financial custodians. Our clients need never worry about their financial future again.

We help our clients make informed financial decisions. We are here to help navigate the financial implications during all stages of life’s major changes.

HELP

We study and understand the vision our clients have for their lives. We analyse all the financial aspects in order to answer three core client questions:

“Will I be alright?”

“Can I afford to?”

“What happens if?”

ANALYSE

We nurture our client’s relationship with money. We marry their life and financesresulting in a truly bespoke and accurate financial masterplan and wealth strategy.

NURTURE

We are tested to make certain we meet rigorous international competency, ethical and professional practice standards. We adhere to a strict code of ethics to ensure the advice, service and on-going support we provide is of the highest quality, and based on researched needs. Highly qualified, and at the forefront of wealth planning, we safeguard our client’s financial future professionally, giving peace of mind and convenience.

KNOWLEDGE

We simplify the financially complex; we deliver financial success by improving our client’s financial organisation, confidence and control so they never shoulder the burden of wealth planning alone.

SIMPLIFY

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

© Copyright 2020 THANKS Wealth Planning Ltd. All rights reserved.