About us2018-10-11T12:12:37+00:00
ABOUT US

TRULY INDEPENDENT FINANCIAL ADVICE

We are a boutique firm of independent financial planners established in 1999. We create financial plans designed to achieve, maintain and protect a desired lifestyle.  We craft and hone your plan which will provide you with the greatest chance of accomplishing your unique goals based upon your core values.  Since we are independent, we have access to all financial products (which are simply the tools we use to achieve your required results) should any be required and are suitable for you.

THE BIGGER PICTURE

We achieve a positive difference in the lives of our clients, their family and friends. We enable our clients to focus on what they really value and want out of life. Life is short and none of us know how long we have.

We encourage open dynamic thinking and offer a lifelong perspective so that you are able to make the most of the time you have. We provide a space for you to think deeply and identify what is truly important to you. We apply our expertise to create an authentic plan that provides you with the best route to accomplishing your goals.

SUPERIOR VALUE

Price is an important element of financial planning and we believe that we can reduce investment costs for most people. However, the most significant value is having a financial plan that is based upon your values and gets you to where you want to go. We have always operated on a fee system. Starting on 1st January 2013 all financial advisers have to charge fees under the regulators new rules (retail distribution review – RDR). Our service is designed for those who wish to maximise the value from their lives and finances. Our fees for new clients start from £3,600 depending on what your specific requirements are.

We tend to find that most people have been paying considerably more for their financial planning due to investment charges and commissions. As a result, for most of our new clients we find that we reduce the cost of financial planning.

DOMINIC THOMAS – FOUNDER

Dominic Thomas is the founder and Principal of Solomon’s. He has now been advising clients for over 26 years.

“I have recruited a great team of people, who I value enormously. We are gradually growing the business and enhancing our services. Clearly professionalism and confidentiality are vital requirements for all our staff, however I also place great emphasis on honesty, integrity, enthusiasm and accountability.”

We formed the company in 1999. At the time we were one of only a handful of IFAs operating on a proper fee system. The new rules set by the the Financial Services Authority (now the Financial Conduct Authority) require all advisers to charge proper fees from 2013, meaning that we were nearly 14 years ahead of our time, with a wealth of experience that other firms simply don’t have.

Straightforward

“Dominic has been our financial adviser for the past 6 years, and throughout this time we have received a very helpful service which has been tailored to our family’s needs. It has been particularly useful recently to review our current financial situation regarding retirement planning, and to see how this may evolve into the future, with a range of possible scenarios (using Solomon’s financial planning software). We have found that Dominic has always explained matters in a straightforward and clear way, enabling us to understand and make the right choices for our situation. We would wholeheartedly recommend his services.”

Julian & Mandy Brooks

GET IN TOUCH

Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT

info@solomonsifa.co.uk    Call – 020 8542 8084

SOLOMON’S FINANCIAL PLANNING APP

Our free powerful new Finance & Tax app.
To get started download and use password – solomons

   

WHAT WE’RE ALL ABOUT

If you would like a no-nonsense one page document explaining what financial planning is all about please enter your email here.

GET IN TOUCH

Solomon’s Independent Financial Advisers
The Old Bakery, 2D Edna Road, Raynes Park, London, SW20 8BT

info@solomonsifa.co.uk    Call – 020 8542 8084

SOLOMON’S FINANCIAL PLANNING APP

Our free powerful new Finance & Tax app.
To get started download and use password – solomons

   

WHAT WE’RE ALL ABOUT

If you would like a no-nonsense one page document explaining what financial planning is all about please enter your email here.