Stephen Thomas
Wealth Management Consultant @Smith Jackson Wealth Consultancy
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WORK HISTORY
Wealth Management Consultant @Smith Jackson Wealth Consultancy
As a trusted Financial Adviser at Smith Jackson Wealth Management, Senior Partner Practice of St. James\'s Place, I provide financial advice to individuals and business owners. Our emphasis is on maintaining a long-term relationship with clients and to provide them with a source of trusted advice as their financial needs evolve over the years.I have a particular passion for helping build exit strategies for Directors of Owner Managed Businesses and helping individuals plan tax efficiently for retirement. I am keen to develop relationships with Company Directors, Professionals and Entrepreneurs to really demonstrate the value of advice. If you are interested in discussing further then please drop me a line.With over a decade of experience in a Managing Director role and extensive professional experience as a Chartered Accountant (currently non practicing) I am well placed to understand the challenges facing small business owners.Supporting my advice, St. James’s Place Wealth Management has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. The value of your investment can go down as well as up. You could get back less than you invested. Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James\'s Place.My clients include:• Business owners• Senior Executives• Individuals planning for retirement• Families investing for both their own and/or their children’s future • Families requiring Inheritance Tax planning For more information, please feel free to connect with me on LinkedIn or via email at s••••••••@sjpp.co.ukSJP Approved 11/08/2025
ABOUT STEPHEN THOMAS
As a trusted Financial Adviser at Smith Jackson Wealth Management, Senior Partner Practice of St. James\'s Place, I provide financial advice to individuals and business owners. Our emphasis is on maintaining a long-term relationship with clients and to provide them with a source of trusted advice as their financial needs evolve over the years.With over a decade of experience in a Managing Director role and extensive professional experience as a Chartered Accountant (currently non practicing) I am well placed to understand the challenges facing small business owners. I have a particular passion for helping build exit strategies for Directors of Owner Managed Businesses and helping individuals plan tax efficiently for retirement. Supporting my advice, St. James’s Place Wealth Management has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. My clients include:• Business owners• Senior Executives• Individuals planning for retirement• Families investing for both their own and/or their children’s future • Families requiring Inheritance Tax planning For more information, please feel free to connect with me on LinkedIn or via email at s••••••••@sjpp.co.ukThe value of your investment can go down as well as up, you could get back less than you invested.Smith Jackson Wealth Management Ltd is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.
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