Thomson Wealth Management was established in 2013 by Keith Thomson and Sonya Peace who both draw their most recent experience from the Private Banking division of a major bank. From April 2017 we were joined by Paul Moore as a Director and Christina McEwan as a Paraplanner. Both Paul and Christina arrived from a leading firm of Glasgow solicitors and significantly enhance our client proposition and technical capabilities. We offer a holistic and independent wealth management service, encompassing all aspects of our clients’ financial circumstances. We are fee based advisers, effectively employed by our clients ensuring that their interests are put at the heart of the service. Our extensive knowledge and experience has been accumulated from over 65 years combined employment in financial services companies, working for some of the largest corporate entities and also specialist boutique consultancies. This has provided us with a great understanding of what our clients’ needs are in terms of service and advice at all stages of life and enables us to truly put our clients’ best interests as the core of our company’s ethos. As a smaller and younger company we are able to be more agile and efficient in the service that we provide and can offer bespoke solutions in a cost effective manner. Our clients are also reassured that we are not retiring anytime soon and will be around to look after their affairs for some time to come. We are authorised and regulated by the Financial Conduct Authority www.fca.org.uk (previously the FSA) and adhere to the stringent requirements that are required of all UK Financial Services companies. This ensures our clients receive the full protection available to clients of all UK financial services companies including the Financial Services Compensation Scheme www.fscs.org.uk and the Financial Ombudsman Service www.fos.org.uk.
View Top Employees from Thomson Wealth Management LtdWebsite | http://www.thomsonwealth.co.uk |
Revenue | $5 million |
Employees | 7 (7 on RocketReach) |
Founded | 2013 |
Address | 34 West George Street, Glasgow, Scotland, GB |
Phone | +44 800 002 5228 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Chartered Wealth Management (CWM), Custodian Wealth Management Ltd, Kinetic Wealth Management Ltd., Nolan Wealth Management Limited |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52399 Companies |
Looking for a particular Thomson Wealth Management Ltd employee's phone or email?
The Thomson Wealth Management Ltd annual revenue was $5 million in 2024.
Keith Thomson is the IFA and Director of Thomson Wealth Management Ltd.
7 people are employed at Thomson Wealth Management Ltd.
Thomson Wealth Management Ltd is based in Glasgow, Scotland.
The NAICS codes for Thomson Wealth Management Ltd are [523, 5239, 52, 52399].
The SIC codes for Thomson Wealth Management Ltd are [628, 62].