Company Information

Get to know thompson wealth management, ltd.

Established in 2007 and based in North Yorkshire, Thompson Wealth Management Ltd is a firm of independent financial advisers. They have achieved the prestigious 'Chartered Financial Planners' title, placing them among the UK's leading firms. The company specializes in providing a wide range of financial planning services, including investment strategies, retirement planning, estate and inheritance tax planning, and corporate financial advice, with a mission to help clients achieve their financial goals through personalized and professional guidance.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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thompson wealth management, ltd.

United States

Founded in

1991 (35 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.