Financial Adviser in Portsmouth, Hampshire
IHT Planning, Investments, Pensions, Protection, Retirement Planning
Andy Thomas
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07949 978588
Portsmouth
Hampshire
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With 10 years of experience in financial services, I have supported clients across a wide range of needs, from FX markets and protection advice to comprehensive financial planning. My approach is built on clarity, ensuring that every client receives straightforward, jargon-free guidance they can understand and trust.
I specialise in helping clients feel confident about their financial decisions. Whether planning for retirement, growing assets, or protecting loved ones, I provide tailored advice designed around individual goals and circumstances.
Having worked in a variety of client-facing roles throughout my career, I place great importance on building strong, lasting relationships. I take the time to understand each client’s situation fully, ensuring the advice provided remains relevant and supportive over the long term.
I provide financial advice in Chichester and surrounding areas but not limited to:
- Billingshurst Brighton Worthing
- Surrey Fishbourne Arundel
- Bognor Regis Burgess Hill Haslemere
- Haywards Heath Pulborough Lindfield
My aim is to make financial planning accessible, offering ongoing support at every stage so clients can move forward with confidence and peace of mind.
Fee Calculator
My services are fully regulated by the Financial Conduct Authority (FCA), ensuring professional, ethical, and transparent advice. With a straightforward and transparent fee model, you can use our Fee Calculator to produce a tailored estimate based on your specific requirements.
Complimentary Initial Consultation
I offer a free initial consultation to give you the opportunity to discuss your goals, review your current position, and explore how I can support your plans. This can take place in person, over the phone, or online, depending on what works best for you.
It’s designed to make financial planning accessible from the outset, giving you a clear understanding of your options and how we can move forward together. You’ll have the opportunity to ask questions, gain clarity, and take the first step towards a financial plan tailored to your future, with ongoing support at every stage.