I was brought up in Hong Kong and studied at Aston University Birmingham and in Tokyo. I now live in Kings Heath, Birmingham with my wife Sarah, and 3 children, Alexander, Irene & Phoebe. I used to manage to go for the occasional run but feel lucky just to keep up with the kids at the moment, let alone get out the house at the weekend for a run! I cycle to work most days which gives me 40 minutes of exercise every day.
I started working as a financial adviser in 1993, set up practice in 1998, and subsequently established and was a founder partner of ‘money4dentists’. In August 2007, I set up Essential Money Limited to provide comprehensive financial planning advice to dentists nationwide. I really enjoy working with clients, helping them to get the most out of their money and essentially giving them the peace of mind they need regarding their finances.
I’ve been awarded the Advanced Financial Planning Certificate by the Chartered Insurance Institute and qualified as a Certified Financial PlannerCM
in 2004 Read Thomas’ profile here.
My clients typically decide to work with me because they want to:
have a financial plan for the next 20-30 years and review it regularly
ensure their family is well looked after in the event of their premature death or ill health
make the most of their money, and ensure it’s invested appropriately and cost effectively
find out when they have enough (or make sure they still do)
calculate how much more they can spend / gift without affecting their future lifestyle
work out how much less tax they can pay without unduly upsetting HMRC
have a fun, relaxed, re-assuring and jargon free meeting at least once a year with someone that’s interested in them and understands their finances and future objectives.
I often remind clients that life’s not a dress rehearsal – you only get one chance!
My diary is now full up to January 2018 so I will not be able to take on any new clients until then. We would still love to hear from you as our other advisers, Ranjit and Martin – who have both been working with dentists for over 10 years – would be delighted to find out if we could help. Please click on the photos above to read more about them and to book a call at a time that’s convenient for you both, please Book a Call
We put a great deal of effort into taking on a new client and we do limit the numbers of new clients each year. This helps ensure we can maintain a high level of personal service to both our existing and prospective clients.