Thomson Gray Wealth Management
Thomson Gray Wealth Management provides independent, private wealth management and financial planning advice. The Thomson Gray approach focuses on defining our clients’ lifestyle goals, creating bespoke wealth management solutions to meet these goals, and implementing these solutions over the long-term. We specialise in advising professionals, business owners and individuals of high net worth. Thomson Gray is particular about providing a comprehensive and long-term wealth management service to our clients, through enduring and trusting relationships. We are proud of our 99.9% client retention rate, and we thrive on seeing our clients happy. Thomson Gray currently manages £96 million in client funds. Thomson Gray is a Chartered Financial Planning Firm (CII) at the leading edge of the industry. Our comprehensive service encompasses specialist areas such as occupational pension transfers, long-term care, Enterprise Investment Schemes, trusts and tax planning. Thomson Gray’s directors have decades of experience in private wealth management and financial planning, and established the firm in 1996. Thomson Gray Wealth Management Limited
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10
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- CG
Chloe Goodman
Paraplanner · Finance & Accounting
EmailPhone - KM
Kyle McQueen
Head of Operations · Operations
EmailPhone - JT
Jim Thomson
Chartered Wealth Manager · Finance & Accounting
EmailPhone - SS
Sue Shears
Business Manager · General Business & Management
EmailPhone - LW
Lauren Wardle
Paraplanner · Finance & Accounting
EmailPhone
Showing 5 of 8 verified contacts
Top roles at Thomson Gray Wealth Management
6 distinct titles indexed · top 6 shown.
- 2paraplanner
- 1business manager
- 1chartered wealth manager
- 1head of operations
- 1office administrator
- 1operations director
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