Thomas Challis

As an independent financial adviser, I work with both individuals and businesses to create clear, tailored and holistic financial plans that help achieve their financial objectives. My role is to provide clarity around financial planning and take away the stress and uncertainty this can bring, giving you the confidence and freedom to enjoy your future and focus on what matters most to you.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs. So, whether you are planning for retirement, protecting your family, accumulating wealth or managing your estate, I am here to help you create a holistic financial plan that meets your needs today and supports your ambitions for the future.