Thomas & Young Wealth Management Ltd

Money & Insurance
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24 reviews
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Customer Reviews about

Thomas & Young Wealth Management Ltd

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Tom

5.00/5.00

"Did some digging to find a competent…"

Did some digging to find a competent advisor who could help with managing my mums finances as she moved into a retirement home. Not had great experience previously with other "advisors" but my siblings and I have been really, really impressed with the TYWM teamwork, quality of advice and help with the administration.

15/01/2025

John

5.00/5.00

"I have been a client of Thomas and…"

I have been a client of Thomas and Young for several years and am thoroughly impressed with their pension planning services. Their advice is clear, comprehensive, and tailored to my specific needs and goals. The team provides exceptional guidance, taking the time to understand my financial situation and retirement aspirations, ensuring my pension plan is robust and aligned with my long-term objectives. The annual review meetings are incredibly valuable for assessing progress, making adjustments, and discussing any changes in my circumstances or goals. Sam’s expertise and patience in explaining complex financial concepts have been invaluable, and he is always available to answer my questions. Unlike many financial advisors, Thomas and Young are not salesy or pushy; they focus on providing genuine, thoughtful advice that prioritises my best interests. I wholeheartedly recommend Thomas and Young to anyone at any stage of their retirement savings journey.

02/09/2024

Martin Logan

5.00/5.00

"Thomas & Young Jack Taylor Review Meeting"

I would like thank Jack for the advice given at this yearly review meeting. It was most helpful in my plans for retirement in the coming two or three years. I have always received a very good service from all at Thomas Young over the past eight years. They are very friendly customer focused team.

04/08/2024

Philip Willis

5.00/5.00

"Highly Recommended"

I started using Thomas and Young as my financial advisors around 10 years ago following an introduction to Darren by a friend. I must say they have been very professional and helpful throughout the time i have dealt with them, showing a total understanding of my families goals and targets. The annual review ensures the advice given by Darren is current as circumstances and options can change year on year. I have since introduced my son to Jack to ensure he can also benefit from the the support and financial advice in the future. The only thing i can say is i wish i had done it when i was his age !

20/07/2024

Brooke Townsley

5.00/5.00

"Very impressed! "

I’ve been receiving financial advice from Thomas and Young through our advisor Jack Taylor. It’s been really very good. He is responsive, engaged and shows real insight into the complexity of personal finance and all the different options, along with helping us to evaluate them. It’s a really good service and I’m happy to recommend it, and him, to others.

07/07/2024

Paul

5.00/5.00

"Jack Taylor. Thomas & Young"

We could not be more happier with Thomas & Young and our advisor Jack Taylor.

We appreciate all the help that jack has given to us with planing our future,

credit to Thomas & young for having top class advisors.

In our opinion they are second to none.

03/05/2024

Carol

5.00/5.00

"Living our best life"

Always great advice, enabling us to 'live our best life'

02/05/2024

Ms M Gavin

5.00/5.00

"These are the best financial advisors I…"

These are the best financial advisors I have worked with and I wish I had come across them sooner. They gave me good advice and I’ve always found them very approachable, transparent, helpful and insightful on all areas of my finances. As a result of their advice, I feel more confident to retire sooner. I would highly recommend them.

13/04/2024

Carole Cooper

5.00/5.00

"Graham Thomas was our original contact…"

Graham Thomas was our original contact at Thomas Young. We had dealings with him for many years prior to the set up of Thomas Young and have always found him to be friendly but above all gave some positive and helpful advice. I now receive great service from Sam Brett who is obviously following in his ‘footsteps’
I would have no hesitation in recommending Thomas Young.
Carole Cooper

11/04/2024

Steve Penistone

5.00/5.00

"First Class!"

We have been clients of Thomas & Young for a number of years. We have valued our annual reviews which have always been conducted in a professional, relaxed environment and enabled us to help us make the right choices for our investments. Thomas & Young have made a number of complex situations easily understandable and their advice has been invaluable. We have dealt with a number of members of the team during our time with T&Y (Sam Brett is our current advisor) and would have no hesitation in recommending all of them. First Class service!

11/04/2024
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