Business Details
23 Years
experience
Your Trusted Financial Advisers in Newton Abbot
Established in 2003 by Andrew Thomas and John Gentry, our firm has built a reputation for delivering independent financial advice of the highest standard. With decades of combined experience in the industry, we specialise in crafting tailored solutions for both individual and corporate clients. Our team of qualified professionals is committed to providing clear, jargon-free guidance across all areas of financial planning. We pride ourselves on maintaining long-term relationships with our clients, ensuring their financial strategies evolve alongside their changing needs. Our Chartered status reflects our dedication to excellence and places us among the top 10% of advisers nationally.From initial consultations to comprehensive financial planning, we prioritise transparency, integrity, and exceptional client service. Our Newton Abbot-based practice serves clients throughout Devon and beyond, combining local expertise with national regulatory compliance. We remain dedicated to staying at the forefront of industry developments to deliver relevant, future-focused advice. Whether you require one-off guidance or ongoing support, our approachable team ensures every client receives the same rigorous attention to detail. Our legacy of client satisfaction since 2003 continues to drive our commitment to financial excellence.
Services
Protection
Mortgages
Savings
Investments
Pensions
Details
- Year established: 2003
Highlights and features
- Established in 2003 with continuous service since foundation
- Chartered-status advisers ranked in top 10% nationally
- Personalised financial solutions for private and corporate clients
- Comprehensive services covering all major financial planning areas
- FCA-authorised with robust regulatory compliance framework
Associations and certifications
- Financial Conduct Authority
Services
Protection
We provide comprehensive protection planning to safeguard your financial future against unforeseen circumstances. Our specialists help clients select appropriate life, critical illness, and income protection policies. Tailored solutions ensure coverage aligns with individual needs while maintaining affordability.
Mortgages
Our mortgage advisory service helps clients navigate property financing options with expert guidance. We offer independent advice on residential and buy-to-let mortgages from across the market. Personalised recommendations consider long-term financial goals alongside immediate property requirements.
Savings
We develop strategic savings plans to help clients achieve short and long-term financial objectives. Our approach combines risk assessment with market analysis to optimise savings vehicles. Solutions include ISAs, regular savings accounts, and structured deposit strategies.
Investments
Our investment advisory service creates diversified portfolios aligned with clients' risk profiles and financial goals. We offer ongoing portfolio reviews and market monitoring to ensure optimal performance. Strategies include equity, bond, and alternative investment options.
Pensions
We specialise in comprehensive pension planning to ensure financial security during retirement years. Our services cover workplace pensions, personal pensions, and self-invested schemes. We provide detailed analysis of retirement income requirements and tax-efficient withdrawal strategies.
People
John Gentry
Director
With over 30 years in financial services since 1989, John co-founded Thomas & Gentry in 2003. His expertise spans corporate and private client advisory, maintaining Chartered status since qualification.
Mark Emery
Paraplanner
Mark brings extensive technical knowledge to our team, holding qualifications in mortgage advice, equity release, and investment planning. He has supported financial advisers since joining in 2007.
Helen Thomas
Financial Adviser
Helen provides expert financial guidance to private and corporate clients, combining banking sector experience with advanced qualifications in regulated financial planning since joining in 2018.
Mia Pearson
Office Manager
Mia ensures exceptional client service through efficient administrative support, leveraging her financial services experience since joining in 2020 to maintain smooth practice operations.
Questions
What financial services do you offer?
We provide protection, mortgage advice, savings strategies, investment planning, and pension solutions tailored to individual and corporate needs.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference 438796.
What qualifications do your advisers hold?
Our team includes Chartered-status advisers with advanced qualifications in financial planning, mortgages, and investment strategies.
How do you handle client complaints?
Contact us directly via phone or email to register complaints, with unresolved issues referred to the Financial Ombudsman Service.
