At Greg Thomson Wealth our aim is to help identify your financial priorities and objectives, and then develop a strategy to achieve these goals within your desired timescales. Once this plan is in place, we are committed to giving a bespoke personal service tailored to your specific needs, with a focus on building a long-term relationship.

A regular reappraisal of your financial plan is essential. All our clients benefit from regular updates relating to their financial goals and legislative changes which could impact on their financial position.