Wealth management is a key part of our financial planning process. Our approach at Thomson Cooper is to build a comprehensive and cohesive financial plan, based on your aspirations and goals and what you wish to achieve in life. Collectively, our specialist team have decades of experience in the financial services industry.
Our experienced Investment Team undertake detailed and in-depth research of investment options available for our clients. We conduct unbiased, whole of market analysis and have access to industry experts to help us formulate our investment solutions.
Any investment journey begins with an in-depth conversation with you on your previous investment experience and your attitude to both personal and investment risk. The initial meeting is at our expense.
We help you to understand investment risk in the context of your own personal circumstances and help to decide on how much risk you need to take, which may be quite different from your natural predisposition to risk. Thereafter, we will provide investment options for you and ensure that you understand fully before we ask for your permission to proceed.
Investing using ethical, social and governance themes
As part of our discussion with you, we will ask you about your views on these themes. If there are areas that you would like to avoid investing in, we will ensure that your investments screen-out such sectors. Similarly, if you are interested in allocating more of your investments to one or all of these themes, we will present you with options to facilitate your wishes.
If you are happy with our recommendations, we will then implement and conduct ongoing reviews. We test the performance of the investments and ensure that the investments remain appropriate for your agreed level of risk.
Control and align your finances and investments to achieve your lifetime goals.
“I initially contacted Thomson Cooper with a speculative inquiry regarding taking early retirement. Bruce and the Wealth Management team have made the entire journey from wishful thinking to establishing a robust, sustainable investment and spending portfolio, completely stress free. I am now happily retired, nearly ten years before I believed possible.”
The value of your investments can go down as well as up and your capital is at risk when you invest.
Thomson Cooper is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 104673.