Investment advice

Thesis Asset Management plc, our associated financial services company provides a comprehensive range of financial services and advice. Thesis is owned by members of Thomas Eggar LLP but is independent of and separate to it. Thesis is authorised and regulated by the Financial Services Authority. It has over £1billion in funds currently under investment making it the largest lawyer owned investment management company in England.

How can Thesis help?

Working in close association with separately authorised Independent Financial Planners, Thesis can genuinely deliver a ‘one stop shop' for all matters relating to financial services and the giving of financial or investment advice. Thesis can offer investment solutions from £1,000 upwards while their connections with a broad range of different independent financial planners means that Thesis can offer clients an outlet for all aspects of financial advice however big or small.

Thesis' investment management services

• Discretionary investment management for individuals, charities and trusts to meet their growth and/or income objectives
• Investment management of Self-Invested Pension Plans (SIPPs)
• Private Office service for high net worth individuals
• Creation and management of bespoke private tax structures
• A range of authorised unit trusts that can accept investments from £1,000 upwards

In addition, by working in conjunction with Independent Financial Planners, Thesis can procure bespoke and tailored advice in:

• Pensions
• Life Assurance – Term, Mortgage Protection, Company, Keyman, Dependants, Inheritance Tax mitigation
• Tax mitigation
• Disability insurance – Income replacement, critical illness lump sum, long-term care
• Mortgage advice
• Employee benefits
• School fees – funding options
• Risk insurance
• Retirement planning

Want to know more?

Visit the Thesis Asset Management plc website. Please note you will be entering an external site of a business authorised and regulated by the Financial Services Authority. As such, Thesis has its own framework of investor protection and professional indemnity cover but Thesis clients do not enjoy the statutory protection of solicitors' clients. No lawyer connected with Thomas Eggar LLP provides services through Thesis as a practicing lawyer regulated by the Solicitors Regulation Authority.