As we put your personal finance plan into place we can develop an overall strategy and comprehensive plan for your savings, investments, pensions and mortgage to manage, protect and grow your wealth in the long term.
AE Thomson work with you to complete a full analysis of current financial situation and lifestyle goals. We take into account your attitude to risk, timescales and set clear financial plans that are reviewed regularly to give you complete peace of mind through life’s ups and downs.
We also monitor tax changes and legislation and the changes in financial products available on the market so that your Wealth Management plan always has the best solutions to suit your requirements.
All our clients are individuals, with different circumstances and requirements. One size does not fit all and with our Wealth Management service you can be assured that your financial matters will be treated with confidentiality and expert professionalism.