Brian D Thomas Financial Planning Services Limited was established in 1988 to provide independent financial advice to both personal and corporate clients. From humble beginnings we have grown to become one of the largest Independent Financial Advisers in South Wales. Much of our success has been put down to the close working relationship that we have maintained with our clients over the years.

  • We look after clients both in business and on a personal level, helping them to achieve a variety of corporate and personal financial objectives.
  • Our clients benefit from regular financial reviews to ensure that their financial needs keep pace with any changes to their personal circumstances, legislative or product developments. This helps foster a long-term working relationship with our clients, giving them peace of mind that we are always there to advise on any changes throughout their lifetime.
  • Offering Independent Financial Advice means we have no allegiance to any particular insurance company. We research the whole market place to ensure that you receive the most suitable advice to meet your particular financial goals.
  • We employ only qualified experienced professionals offering advice on all aspects of financial planning, from life cover to complex pension products, including pension transfers.
  • We promote the continuing development of our advisers, encouraging the study of further qualifications, which should be welcomed as a sign of additional competency and professionalism within our industry.
  • A pro-active stance ensures that we actively research new developments within our industry to ensure that we offer an updated service. 
  • We have earned an envious reputation for independence, integrity, professionalism and quality of service.

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Brian D Thomas
Financial Planning Services Ltd.
Unit 27.2, Heol Stanllyd, Crosshands Business Park
Crosshands, Llanelli. SA14 6RB
Tel: (01269) 843143
Fax: (01269) 843783
Email: enquiries@briandthomas.co.uk

Regulated by the Financial Services Authority

 

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