Jose Thomas

Jose Thomas

I help Business owners and Professionals plan their finances. My aim is to provide my clients with expert financial advice. I continually strive to ensure that my clients receive up to date advice that is not only suited to their current situation but also provides a secure, flexible and solid grounding to build a successful financial future.

Specialities:

  • Business & Family Protection Planning
  • Retirement planning
  • Sharia Compliant Wills and local laws
  • Education fee funding
  • Portfolio and asset management, over 90% of an investments return can be attributed to the asset allocation
  • Estate planning and trust services

I offer a free consultancy meeting lasting 1.5 hours in which we can review your current financial circumstances and suggest options to you that are designed for your money to work harder for you.

“When you pay too much, you lose a little money – that is all. When you pay too little, you sometimes lose everything, because the thing you bought is incapable of doing the thing it was bought to do.” - John Ruskin
>