Thomson Private Wealth

Overview

Thomson Private Wealth helps high-net-worth families build and preserve wealth across generations. It is a trading name of Toby Thomson Wealth Management Limited. The practice describes itself as an appointed representative of St. James’s Place, which it states is authorised and regulated by the Financial Conduct Authority.¹

Leadership

Toby Thomson is Director and a Chartered Wealth Manager FCSI. Ruth Careaga is Financial and Mortgage Adviser and holds DipPFS and Cert II qualifications. Fernanda Thomson provides IT and administrative support, drawing on experience in administration, project management, programming, and information systems.¹

Services

The firm describes a multi-family office approach covering investment management, tax-efficient structuring, succession planning, pensions, specialist lending referrals, protection, philanthropy referrals, and cash management facilities. Its website also lists high-net-worth investment planning, intergenerational planning, retirement planning, secure document storage, and business-owner planning.¹

Thomson Private Wealth says it creates structured financial plans addressing income tax, capital gains tax, Inheritance Tax, investment growth, regular income, and estate planning. Its stated client experience includes one wealth manager, coordinated tax planning with accountants, an overarching investment strategy, transparent charges, performance monitoring, tax allowance planning, income planning, and family succession planning.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Retirement planning

Client Focus

The practice works with families holding significant capital, higher incomes, complex circumstances, and assets across multiple jurisdictions. It also works with non-domiciled UK residents and says offshore custody can be arranged through Guernsey or Dublin.¹

Approach

Thomson Private Wealth presents its approach as coordinated, long-term wealth planning for families whose financial, tax, investment, retirement, and succession needs intersect. The firm says its service combines a single wealth manager with coordinated professional input and ongoing monitoring.¹

FAQs

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Sources

1. Thomson Private Wealth
2. Financial Conduct Authority Financial Services Register

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.