Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and determined between you and your Advisory Representative. Initial fees for pension transfers will not exceed 3%. Annual fees for SIPP and QROPS accounts will not exceed 1.50%. US based asset management fees will not exceed 2% annually. Financial planning fees are flat fees not to exceed $5,000. There are multiple levels of fees and costs.
Areas of Practice
Advisor Information
Office location
London
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is the CEO and owner of Arche Group Inc, which holds ownership of PFW Group LLC and receives payments from Plan First Wealth LLC. He also refers clients to Holborn Assets LTD, a UK-based investment advisory firm, and receives a portion of their ongoing fees.