Who are Thomas & Gentry Independent Financial Advisers?
We are a privately owned independent company, offering unbiased and professional financial advice. Being independent we have no association with any fund manager or product provider. According to clients’ requirements we research the market to source the right solution. We have 2 Independent Financial Advisers and an Independent Mortgage Adviser as well as a Paraplanner and Office Manager to conduct the vast research required. Q: How does the process work? On receiving an enquiry we will arrange a preliminary meeting with you. The purpose of the meeting is to establish whether we are able to assist with your needs and objectives. We achieve this by completing a factfind which provides a snapshot of your current situation and explores your future goals. Once this has been established, we will go back to research the marketplace for suitable solutions for your particular situation. We then conduct a further meeting to present these findings to you and arrange commencement of plans with p