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UHY Peacheys Independent Financial Advice

At UHY Peacheys we have recognised that businesses need more from their accountants - advisers that can help you and your business reap the rewards of your efforts, while minimising risks. Working much more closely with our clients than the traditional accountant we get to know our clients inside out, enabling us to help improve profitability and growth, and highlight problems before they occur.

In the course of our activities it is almost inevitable that we will identify the need to seek more dedicated financial services advice. Given the importance of this area of advice we have sought to work with a practice that we are entirely comfortable to recommend. In view of this, we work exclusively with Thomas, Carroll Independent Financial Advisers Limited (TCIFA), the specialist financial planning arm of Thomas, Carroll Group plc.

We chose TCIFA because of their absolute commitment to providing independent advice and because their business philosophies mirror our own. As their adviser is based here in our office they are ideally placed to respond to your needs.

But let’s hear about their services directly from them:

Thomas, Carroll Independent Financial Advisers Limited

Advice you can trust

Thomas, Carroll Independent Financial Advisers Limited are proud to be the one of the first firms in Wales to be awarded the status of Chartered Financial Planners and one of a relatively small number in the whole of the UK. Our independence means that you can trust our advice as it is always objective and impartial. Our recommendations are based solely on your needs.

Identifying with your aspirations

We work closely with UHY Peacheys to reach a complete understanding of your current financial circumstances and future aspirations which will enable us to provide you with the optimum financial solution.

Quality service

We pride ourselves on providing service which is second to none. Our clients know that they receive responsive, caring assistance and that we put their needs foremost. One of our most experienced advisers, Peter White, works exclusively for UHY Peacheys clients, ensuring that important quality of continuity of advice.

You will choose the level of support you receive

Providing service means delivering to our clients what they require in a timely and efficient way which adds value. Clients should not necessarily be treated equally but always individually. Our flagship Comprehensive Review Service is designed to deliver very hands on level of support which includes:

• Half yearly review meetings with a highly qualified IFA
• Proactive technical and investment advice
• Access to pensions transfer and retirement specialists
• Invitations to relevant seminars and briefings

However, we also recognise that there are clients who do not seek ongoing advice or general advice but do require access to specialist help on specific issues at certain times. TCIFA has support levels recognising this fact.

Peter White APFS

Peter White is a senior consultant who enjoys 30 years of experience in the industry. He specialises in corporate financial planning and advice to high net worth individuals. Peter is an Associate of the Personal Finance Society and has completed the Advanced Financial Planning Certificate. He also enjoys the status of Chartered Financial Planner.

Peter advises some of the most high profile businesses and individuals in Wales.

Telephone: 029 20515209
Mobile: 07733 303855
Email: peter.white@thomas-carroll.co.uk
Website www.thomas-carroll.co.uk

Group Strength

TCIFA are part of a strong group. Their commercial insurance broking division acts for 5,000 businesses in Wales and have twice been recognised as the UK Insurance Broker of the Year. A Private Clients Division meets the personal insurance needs of the more affluent and/or aspiring individuals, something which cannot be done in the high street. The group also enjoys a high profile Health and Safety Consultancy.

Group services can be accessed via Peter White in the first instance.

Thomas, Carroll Independent Financial Advisers Limited is authorised and regulated by the Financial Services Authority, entered on the FSA register (www.fsa.gov.uk/register) under reference 450497.