Thomas & Young Wealth Management Ltd Reviews 38

TrustScore 4.5 out of 5

4.7

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Rated 5 out of 5 stars

I am new to investing, but having come into a small inheritance I wanted to ensure I invested it safely. Darren Young explained the various options and patiently talked me through the best investment... See more

Rated 5 out of 5 stars

I've been with St. James Place since Feb 2016 and with Thomas & Young Weath Management ltd since Nov 2019. My advisor is Adam Payne and I can only comment on my experience with Adam, who has been abso... See more

Company replied

Rated 5 out of 5 stars

Made very welcome as always, alternative things were discussed and explained well and a small change was agreed, very happy with what l hope was a productive meeting. Added bonus they make a good cup... See more

Company replied

Rated 5 out of 5 stars

I have been a client of Thomas & Young since August 2010. From my very first meeting with Darren I have always had 1st class advice and informative explanations on the complicated world of Pension... See more

Company replied

Company details

  1. Financial Planner
  2. Financial Consultant

Written by the company

To help ensure that we provide comprehensive financial services, we have specialists available that can assist you within each planning area. We specialise in financial planning with an emphasis on explaining, clarifying and simplifying financial matters in a way that our clients can understand so that they can then make informed decisions. Regardless of what wealth means to our clients, staff, and community, we want to help them to “live their best lives”, whilst ‘Always doing the right thing” being at the heart of what we do. Thomas and Young Wealth Management Ltd 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 groups's wealth management products and services, more details of which are set out on the groups's website www.sjp.co.uk/products. SJP approved 20/05/2026


Contact info

4.7

Excellent

TrustScore 4.5 out of 5

38 reviews

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Rated 5 out of 5 stars

These are the best financial advisors I…

These are the best financial advisors I have worked with and I wish I had come across them sooner. They gave me good advice and I’ve always found them very approachable, transparent, helpful and insightful on all areas of my finances. As a result of their advice, I feel more confident to retire sooner. I would highly recommend them.

February 28, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Mary, we're so pleased we have been able to help you.

Rated 5 out of 5 stars

Graham Thomas was our original contact…

Graham Thomas was our original contact at Thomas Young. We had dealings with him for many years prior to the set up of Thomas Young and have always found him to be friendly but above all gave some positive and helpful advice. I now receive great service from Sam Brett who is obviously following in his ‘footsteps’
I would have no hesitation in recommending Thomas Young.
Carole Cooper

April 11, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Carole, for your lovely words about Graeme and Sam.

Rated 5 out of 5 stars

First Class!

We have been clients of Thomas & Young for a number of years. We have valued our annual reviews which have always been conducted in a professional, relaxed environment and enabled us to help us make the right choices for our investments. Thomas & Young have made a number of complex situations easily understandable and their advice has been invaluable. We have dealt with a number of members of the team during our time with T&Y (Sam Brett is our current advisor) and would have no hesitation in recommending all of them. First Class service!

April 11, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Steve, happy to have helped you over the years.

Rated 5 out of 5 stars

My review

I have always received very sound advice from Thomas & Young and this year was no exception with Jono

January 23, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks for your kind words Malcolm.

Rated 5 out of 5 stars

High Quality Advice and Guidance

Having put off talking about our finances and wealth management for a long time, we were most impressed with the thoroughness of the meetings as well as the clarity of explanation, advice and options given. As novices in the world of investment, this was clearly explained, aided by the excellent manner of Jono and also the quality of the supporting materials. We would recommend Thomas and Young Wealth Management without hesitation. Thank you.

October 30, 2023
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Louise, its lovely to hear that Jono was able to help you.

Rated 5 out of 5 stars

Excellent advice and support from Thomas and Young

The team at Thomas and Young have proved to be approachable, friendly and helpful. Financial planning with Darren continues to be clear, open and honest making the process easier to understand. I’m not rushed to make decisions and Darren has been patient and understanding, he’s been available for advice and help at all times.

April 8, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Petra, Darren is glad he's been able to support you.

Rated 5 out of 5 stars

Great service lovely people

We have been clients of TYWM for many years . Their advice and care is second to none . Advice is always right for our circumstances and our family. Always happy to respond to questions, even if we have asked them before . I cannot recommend them highly enough .

March 8, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Lesley, thats very kind.

Rated 5 out of 5 stars

TYWM and Adam Payne

TYWM, and specifically Adam Payne, have provided forthright and accurate advice in a timely manner. Helping me meet my financial goals and ensuring that I understand how I can continue to maintain my standard of living. A personal service with a professional approach.

April 8, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Steven, we're pleased we're able to help you maintain your standard of living.

Rated 5 out of 5 stars

Thomas & Young always provide sound…

Thomas & Young always provide sound advice where it matters. Darren and his team not only supply the important information for my finances but always make you feel special as they care to the individual. I also admire their continued efforts and commitments to many local charities.

April 8, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Gavin, we love to support our local community, let us know if you have any charities you would like us to consider.

Rated 5 out of 5 stars

The annual meeting is helpful

The annual meeting is helpful, it helped me to see how my investment is growing and if there needs to be any changes made. I am given clear options and guidance. And everything is explained. I am not hurried and feel confident that my best interests are taken into account.

January 31, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Coty, we're glad that your experience of annual reviews is very positive.

Rated 5 out of 5 stars

Since the death of my husband I have…

Since the death of my husband I have had incredible support and advice with all my finances and investments. I have really valued the regular face to face reviews and the availability of advisors on line and on occasion by phone if I have questions or anxieties. I have no hesitation in recommending them.

April 8, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thank you very much for your kind words.

Rated 5 out of 5 stars

T&Y great advice and guidance

T&Y provided advice and guidance which enabled me to retire with confidence, that all my finances are in the right place for the future

January 11, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Chris, we hope you are enjoying your retirement.

Rated 5 out of 5 stars

The best guys around

I have dealt with Thomas & Young for many years and their knowledge and advice is second to none!
I am not the most straight forward of cases but they handle with ease and guide me through the options clearly with a future plan always in mind.
Would highly recommend.

April 1, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Al, we really appreciate your support.

Rated 5 out of 5 stars

Helpful and attentive. Great customer service!

My wife and I have recently used Thomas & Young Wealth Management for advice and guidance around our personal protection plan. Our advisor and all of the staff there have been incredibly helpful and attentive during the process and beyond. Along with the help of Emma from St. James's Place, it made the whole process smooth and straightforward from start to finish.

April 5, 2024
Unprompted review
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Reply from Thomas & Young Wealth Management Ltd

Thanks Nathan, thats lovely to hear :)

Rated 5 out of 5 stars

Very pleased with the advice received

I have been using Thomas and Young since 2015 and have been very pleased with the advice that I've received and have a clear picture of my financial stability

March 14, 2024
Unprompted review
Thomas & Young Wealth Management Ltd logo

Reply from Thomas & Young Wealth Management Ltd

Thanks Adrian, that's good to hear :)

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