Preserve and grow wealth

What we can help you with

Full portfolio planning services based on need, risk profile and objectives incorporating:

  • Investing for growth
  • Investing for income
  • Tax efficiency
  • Bespoke portfolios
  • Model portfolios
  • Active and passive management

Why Thomson Hayton Winkley Financial Services?

Our approach to investing aims to preserve wealth and build its value carefully. Our core investment offering is a range of risk-rated portfolios. They comprise active fund managers with the specialist skills and resources to find global investment opportunities. Working together we select the strategy that best matches what you want to achieve as well as your appetite for risk, and then manage the portfolio on your behalf.

As an independent firm we are free to work with other specialist investment managers and offer an unbiased view on their suitability and capabilities. This position allows us to deliver tailored investment strategies and work within any investment or tax structures you may already have in place. We can also meet specific requirements, such as socially responsible investment strategies.


Investments carry risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.


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