Thomas and Young Wealth Management Ltd is a Chartered Financial Planning practice based in Risby, Suffolk. With over 80 years of combined experience we specialise in all areas of planning, both personal and corporate. As a practice we hold special licences in particular in the area of Pensions and Long Term Care. We are proud to hold the prestigious title of Corporate Chartered Financial Planners which is afforded to a small number of practices across the country. This is not only a mark of our commitment to ethical practice but also to obtaining a high degree of technical knowledge. Our core values include - > Supporting clients to realise their full financial potential > Sustaining a professional and trusted personal relationship > Being committed to ethical practice. Darren Young and Graeme Thomas started the practice in 2014 after long careers with Lloyds Banking Group. Since then the practice has grown organically through the desire to 'do the right thing' by our clients at all times and we have quickly become one of the leading go to St James's Place Senior Partner Practices in the area. Some areas we are able to assist include >Pensions >Investments >Inheritance Tax Mitigation >Trusts >Protection >Long Term Care 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 XX/XX/XXXX
