Thomas & Young Wealth Management Ltd Reviews 38

I am new to investing, but having come into a small inheritance I wanted to ensure I invested it safely.
Darren Young explained the various options and patiently talked me through the best investments for me. He didn't blind me with masses of data, but quietly reassured me and made me feel a very valued client. I would recommend Thomas & Young 100%

We have been clients of Thomas & Young Wealth Management for a little over a year now and have been very happy with the service we have received throughout that time.

The annual review is always helpful and informative, providing a valuable snapshot of our current financial position and giving us confidence that we remain on track to meet our long-term goals. The advice is presented clearly and professionally, making it easy to understand our options and next steps.

A special mention should go to Adam, who is always extremely helpful, approachable, and readily available to answer any questions we may have. His knowledge and willingness to assist have made a real difference to our experience.

We have been so pleased with the service that we have recommended Adam to friends and family and would have no hesitation in continuing to do so. We would highly recommend Thomas & Young Wealth Management to anyone looking for professional and reliable financial advice.

We warmly welcomed with a nice cup of tea and biscuits.
Darren was very helpful with his explanation of everything and guided us well.

Made very welcome as always, alternative things were discussed and explained well and a small change was agreed, very happy with what l hope was a productive meeting. Added bonus they make a good cup of tea.

I have been a client of Thomas & Young since August 2010. From my very first meeting with Darren I have always had 1st class advice and informative explanations on the complicated world of Pension Finance.

Darren has always had my long term goals at heart and I can only say how delighted I have been in both the advice he has given and the results achieved from the fund over the 15 years of being with Thomas & Young.

I have recommended several people to Thomas & Young and all have commented how pleased they are that they listened to me.

I've been with St. James Place since Feb 2016 and with Thomas & Young Weath Management ltd since Nov 2019. My advisor is Adam Payne and I can only comment on my experience with Adam, who has been absolutely brilliant at looking after my account, keeping me informed of changes that he believes are best for me and so on. I am very happy to recommend Adam, so long as he's not overwhelmed by new accounts that is! :). I have already recommended Adam to my friends and family and am happy to continue doing so as.

Over 3 years we have found Adam to be excellent. Personable & relevant - listening and attentive. At a step change (financially) in our lives Adam helped with clarity and clear options.

Having been with Thomas and Young for many years, we have always been extremely happy with the level of service. It doesn't matter who you speak to, they are helpful and knowledgeable. Their annual reviews and retirement planning advice have been exceptional. We would recommend their services to anyone considering this kind of investment and support.

We have been clients of Thomas & Young since 2020 and are extremely happy with the advice and support we receive. The service is very efficient and friendly.

I would like to say a big thank you to Jack Taylor
from Thomas & Young Wealth Management
for all is help and advice with our investments.
If you need good solid and honest advice then look no
further, you can trust Thomas & Young Wealth Management I did and I've had no regrets.
Thanks again Jack looking forward to our next meeting.

Needed some financial advice , Thomas and Young was strongly recommended to me , i got in touch with Adam, Have had a few meetings now and the friendliness and sound advice from all staff I've met, has exceeded my expectations, i would highly recommend them now , Thanks Adam and team

Recently contacted Thomas and Young for some financial advise.
Finance can be a bit of a minefield for those that do not fully understand the intricacies. However Becca our advisor was just great in explaining and ensuring we fully understood the plans being discussed.
I thoroughly recommend Thomas and Young for if you have needs for financial advice or services. You are made very at ease by very friendly staff.
Many thanks to all a Thomas and Young.

I’ve had a great experience with T&Y in a friendly and relaxed environment. Becca, our financial advisor, explains everything clearly and breaks things down in a way that makes even the more “taboo” financial topics easy to talk about. She’s always accommodating and makes sure we understand every step of the process.

The regular assessments have been especially helpful, giving us clarity and confidence in decisions around our home, future plans, and pension. We’ve gained insights we wouldn’t have reached on our own. Highly recommend!

We put our trust in our Financial Planner Adam Payne who has always helped through what has been difficult global times. Company's have to adapt and change and I am confident that Thomas and Young is that company. We have recommended the services of Thomas and Young to friends and Family and will continue to do so.

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.

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.

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.

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 !

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.

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