Tony Thomas

Chartered Financial Planner @Hexagon Wealth

Cardiff, GB
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Feb 2023 — Present

Chartered Financial Planner @Hexagon Wealth

View department →

Swansea, GB

EDUCATION

2000 — 2017

Chartered Insurance Institute

Fellowship, Financial Planning

N/A

Bizintra

Forex Trading

2002 — 2005

University of South Wales

Bachelor's degree, Business Enterprise

2020 — 2020

Academy of Life Planning

Life Planning, Life Planner

1972 — 1977

Ferndale Community School

O'​ levels

2011 — 2016

ET&S

Forex

SKILLS

New Business DevelopmentHigh Net Worth IndividualsPension FundsLong-Term CarePersonal Financial PlanningInvestmentsBankingSavingsFinancial AdvisoryPrivate BankingFinancial PlannersEquitiesProtectionFinancial ServicesFundingInheritance Tax PlanningWealthEstate Tax PlanningFinancial RiskAsset ManagementPension Transfer ExpertIncome ProtectionRetirementStrategic Financial PlanningHolistic Financial PlanningRetirement PlanningFixed IncomeFinancial PlanningManagementPersonal FinanceTrustsCritical IllnessInvestment PlanningAnnuitiesInvestment ManagementPensionsSippWealth Preservation PlanningWealth ManagementTax

ABOUT TONY THOMAS

UK TOP RATED CHARTERED FINANCIAL ADVISER, PENSION SPECIALIST, COACH & MENTORAre you a professional aged 45+ Would you like to retire up to 10 years early, but don’t know howAre you getting the most out of your pensions and investments? Have you wondered if it’s too late to retire comfortably with more time to spend it the way you want⁉Whether that’s enjoying sun-soaked holidays, leisurely rounds of golf, a boat or car that you’ve always wanted, or simply escaping the daily grind, living a simpler stress-free life? This is the dream, but you have no idea how to make this a reality. You don’t know where to start, or have several pensions making it all too complicated. 🤔I know exactly how you feel and it’s not your fault. Most people feel this way. I can help demystify the complexities of the pension’s maze. 🥅I have worked with thousands of clients over 30+ years and helped them to achieve their retirement goals, including:‍‍Dave and Anne aged 54 & 53 wanted to know when they could afford to retire and have the lifestyle they wanted for themselves, plus help their son onto the property ladder and grandchildren with university fees. Through working with me they are now very confident that they know when they can retire, safely in the knowledge that they can help their son and grandchildren too, with the retirement income they need and will last as long as they do.Andy and Paula aged 56 & 50 were deep in debt, struggling to makes ends meet, let alone think about retirement. We discovered that they had many pension pots that were worth a lot more than they realised, which could be accessed to pay off their crippling debt. They are now debt free and able to focus on building their businesses and much more confident of having enough money to retire in their 60’s, which seemed impossible before working with me.I’ve helped these clients and many others and I can help you too! I am an experienced Chartered Financial Planner, pension specialist and Wealth Manager.⏳So, don’t delay! Take action today and have a financial review if you are seriously thinking about retirement and need help to understand what income you will need in retirement, comparing that to the income you will get from your existing pensions and investments. I will help you create a flexible plan to make sure you can enjoy your retirement in comfort and live your best life.I offer a free initial consultation, without obligation.Contact me on M:07•••••••94, or message me on LinkedIn to find out how I can help you live your best life in retirement?

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Tony Thomas — Chartered Financial Planner at Hexagon Wealth in Cardiff, GB | Unifers