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Thomas and Young Wealth Management

Thomas and Young Wealth Management Email Formats

Financial ServicesFlag of GBBury St Edmunds, England, United Kingdom1-10 Employees

Thomas and Young Wealth Management Email Formats

Thomas and Young Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@sjpp.co.uk), used 80% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@sjpp.co.uk
80%
{first name}.{last name}
john.doe@sjpp.co.uk
20%

Key Contacts at Thomas and Young Wealth Management

Flag of GB

Graeme Thomas

Senior Director Business Development

Flag of GB

Louise Wall

Operations Director

Company overview

HeadquartersThomas and Young Wealth management, Risby Business Park, Newmarket Road, Risby, Bury St Edmunds, Suffolk IP28 6RD, GB
Website
NAICS52
Keywords
Investments, Tax Planning, Pensions, Long Term Care, Financial Planning, Protection, Cash Flow Modelling, Trust Planning, Inheritance Tax Mitigation
Founded2014
Employees1-10
Socials

About Thomas and Young Wealth Management

At Thomas & Young, Chartered Financial Planners, we are committed to helping our clients, staff, and community live their best lives, grounded in our principle of "Always doing the right thing." Founded by Graeme and Darren, who recognise time as the ultimate wealth, our firm provides personalised financial advice to a diverse clientele regardless of the amount of monetary wealth. Our services span personal and corporate financial planning. This includes managing wealth, retirement, and protection planning for individuals to ensure their future and estate security. For businesses, we navigate the complexities of corporate finance, offering guidance on pensions, employee protection, tax strategies, and aspects of exit planning. Our core values include - > Supporting clients to realise their full financial potential > Sustaining a professional and trusted personal relationship > Being committed to ethical practice. The Value of your investment can go down as well as up. You could get back less than you invested. Taxation Rule can change at any time and are dependent on individual circumstances. Trusts are not regulated by the Financial Conduct Authority. Thomas and Young Wealth Management Ltd is an Appointed Representative of and only represents St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) The 'St. James's Place Partnership and the titles 'Partner Practice' are marketing terms used to described St.James's Place representatives. SJP Approved 29/06/2023

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Director

Employees by Department

Thomas and Young Wealth Management has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Thomas and Young Wealth Management has never raised funding before.

Frequently asked questions

Thomas and Young Wealth Management is located in Bury St Edmunds, England, GB.
Thomas and Young Wealth Management was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Thomas and Young Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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