Helping you navigate your financial future

Thomond Asset Management has a proven outcomes based approach to providing financial and investment management advice to individuals and families.

Our services include full financial planning, discretionary investment management, pension advice through to specialist tax guidance, such as inheritance and estate planning. However complex or simple your needs, we take time to fully assess your circumstances, draw up clear recommendations and implement solutions on your behalf.

Full Financial Planning Review

Our financial planning review service offers you the opportunity to receive a full, impartial appraisal of all of your current financial arrangements and assess these against your future goals and aspirations....
More

Cashflow Planning

It can be difficult to see how the decisions you make now will affect your future financial well-being. Our cashflow planning service can help you see more clearly by laying out major events across your lifetime in order t...
More

Investment Management

Many people with lumps sums chose to invest their money. This means injecting the capital accumulated either through earnings, inheritance or even a redundancy package into stocks, bonds, funds or property. When initially ...
More

Family Protection

With many people facing new financial challenges we are urging families everywhere to consider what sort of financial protection and life assurance they have in place should the unexpected happen. As you age and your famil...
More

Retirement Planning

However close or far you are to retirement, taking independent advice on your pensions and savings arrangements can have a major impact on your financial well-being in later life. Why taking out a pension is important? The...
More

Inheritance Tax and Estate planning

Passing on wealth tax-efficiently – while being able to make full use of assets whilst alive – is a key goal for many of our clients. We can work with you and, where appropriate, family members...
More
Work with us

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