Supporting you on your journey

Industries we work with:

Aeronautical

Sports/Leisure

Healthcare

Scientific Research

Marketing

Nursing Homes

Finance

Architecture

We believe our business is people and their financial well-being. Only when your specific expectations are met or exceeded do we consider our result a success

As a successful business owner you have a detailed understanding of what is required to make your business succeed. You, your employees and business advisers are focused on ensuring your business continues to create value for your customers, maintains your competitive advantage and exploits market and competitor opportunities.

However, in our experience, successful business owners tend to focus their time and energies on their business, sometimes at the expense of their personal needs and requirements. As a wealth management firm that specialises in helping businesses as well as business owners in an individual capacity, we believe we are ideally placed to help you to achieve your business, financial and lifestyle objectives.

As part of this process we will work closely with your existing professional advisers ensuring you make the most of your business assets. At the same time we will be working with you to do exactly the same for your personal assets. We believe you should plan for your financial security as rigorously as you plan for your business success. To achieve this you need an adviser who understands you and your business and will work with you to ensure you obtain the maximum benefit from all your hard work. 

Talk to one of our leading business advisers today to begin your successful financial journey!

Executive Retirement Plans

If you’re a business owner, director or senior executive of a company, you undoubtedly have an extremely demanding work life. You work hard today to ensure you can enjoy tomorrow and you want to have the financial provis...
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Investment Management

We know that bank accounts are important to meet the short-term cash flow needs of your business. However, you may have noticed that the interest you’re earning isn’t very high at the moment. It’s not surprising that...
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Business Protection

The directors of a company are often the major shareholders whom often make all the key decisions for the firm. A successful business depends on the close cooperation and experience of the directors. The death and/or serio...
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Business Succession Planning

The directors of a company are often the major shareholders and make all the key decisions for the firm. A successful business depends on the close cooperation and experience of the directors. The death and/or serious illn...
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Work with us

For more information or to arrange an appointment with our team please email hello@thomondam.com