Joe Thomas

I have been working in the financial services industry for over 35 years and have the knowledge and experience that you need to be confident that you are in safe hands.

Working with PFP Wealth, a Senior Partner Practice of St. James's Place, I can provide you with a personal wealth management service designed to meet your short-term and long-term needs. I can help you reach your financial goals by offering you the appropriate advice and guidance now and by helping ensure that any plans put in place remain effective in the future, no matter how your circumstances change.

My philosophy is to make it simpler for you to manage your wealth, and I help achieve this through providing personal, face-to-face wealth management advice designed to suit your individual long-term requirements. There are no off-the-shelf solutions, as my experience is that every single client has their own personal concerns, responsibilities, and ambitions. The solutions that work for one simply wouldn’t work for another.

Outside of work, my 4 adult children, their partners, 7 grandchildren, and amazing wife, Joan, keep me very busy and young at heart.

I was born in mid-Wales to Welsh-Italian parents and speak fluent Welsh and reasonable Italian. Before joining the financial services industry, I backpacked around the world for 3 years.

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

PFP Wealth Group Ltd is registered in England and Wales, Number 13267152. Registered Office: Unit 8 Paragon Business Park, Red Hall Court, Wakefield, West Yorkshire, WF1 2UY.