Business Details
23 Years
experience
Independent 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 over three decades of combined industry experience, we specialise in crafting tailored solutions for both individual and corporate clients. Our team holds prestigious qualifications, including Chartered status, placing us among the top 10% of advisers nationally. We prioritise long-term relationships, offering ongoing support alongside one-off consultations to address evolving financial needs. Our expertise spans protection, mortgages, pensions, and investment planning, underpinned by a commitment to technical excellence and client-centric service.We maintain authorisation from the Financial Conduct Authority, ensuring adherence to rigorous regulatory standards. Our approach combines technical knowledge with a friendly, accessible manner to demystify complex financial matters. While Andrew Thomas retired in 2020, our founding principles of integrity and exceptional service remain unchanged. We serve clients across Devon and surrounding regions, providing clear guidance to help achieve financial objectives. Our office in Newton Abbot remains a hub for personalised advice, supported by a dedicated team of professionals.
Services
Protection
Mortgages
Savings and Investments
Pensions
Details
- Year established: 2003
Highlights and features
- We have over 30 years combined experience in financial services
- Our advisers hold Chartered status, ranking in the top 10% nationally
- We provide both one-off consultations and long-term financial planning
- We maintain FCA authorisation for regulatory excellence
- Our team holds advanced qualifications in mortgage and investment planning
Associations and certifications
- Financial Conduct Authority
- Chartered Insurance Institute
Services
Protection
We provide comprehensive protection planning to safeguard your financial future. Our advisers assess your personal and business needs to recommend appropriate insurance solutions. With expertise in life, critical illness, and income protection policies, we ensure your assets and loved ones remain secure against unforeseen circumstances.
Mortgages
Our mortgage advisory service helps clients navigate property financing options. We offer guidance on residential and buy-to-let mortgages, remortgaging, and equity release solutions. With access to a wide range of lenders, we find competitive rates tailored to your financial circumstances and property goals.
Savings and Investments
We develop strategic savings and investment plans aligned with your risk profile and financial objectives. Our services include portfolio management, tax-efficient investing, and retirement savings strategies. We help clients build wealth through diversified investment approaches and regular savings plans.
Pensions
Our pension specialists provide guidance on workplace, personal, and self-invested pensions. We offer retirement income planning, pension consolidation, and drawdown strategies. We help clients maximise their retirement savings while ensuring compliance with current tax regulations and pension freedoms.
People
John Gentry
Director
With over 30 years in financial services, John co-founded Thomas & Gentry IFA in 2003. Holding Chartered status, he specialises in long-term financial planning for private and corporate clients across Devon.
Mark Emery
Paraplanner
Mark supports our advisory team with technical expertise, holding qualifications in mortgage advice, equity release, and investment planning. He has over 35 years' experience in financial services since 1986.
Helen Thomas
Financial Adviser
Helen provides expert financial guidance to individuals and businesses, bringing over 20 years' experience from major retail banking. She joined Thomas & Gentry IFA in 2018, specialising in comprehensive financial planning solutions.
Mia Pearson
Office Manager
Mia ensures excellent client service and manages daily operations. With financial services experience since 2018, she supports advisers and para-planners while maintaining efficient office administration.
Questions
What services does Thomas & Gentry IFA IFA offer?
We provide independent financial advice on protection, mortgages, pensions, and investment planning for individuals and businesses.
Are your advisers qualified?
Our team includes Chartered-qualified advisers with advanced certifications in mortgage, investment, and pension planning.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 438796.
What areas do you serve?
We primarily serve clients in Newton Abbot, Devon, and surrounding regions.
How do I file a complaint?
Contact us directly via email or phone. If unresolved, you may refer complaints to the Financial Ombudsman Service.
