What our private clients say about us

Thesis has helped me build up my savings in sterling in the twenty years since I retired from business. More recently your guidance on IHT has encouraged me to divest the bulk of my portfolio to my children.
Why would I recommend Thesis to a friend? Because they are in my experience, utterly honest and completely trustworthy.
The old adage says 'don't do business with friends, but do make friends of those with whom you do business'. That's just how I see Kate Nathoo and her team at Guildford - as friends, and that's how they talk to me.

Thesis Private Client

Thesis provides a great personalised service for me, with well thought through investment advice. I am regularly kept abreast of trends based on the views of their key directors through the newsletters I receive, along with the annual meetings and frequent portfolio reports.
Thesis also act as my self invested pension plan investors liaising directly with the SIPP Company and managing the finance flow of funds.
Thesis provide me with a service which I can rely on without me needing to manage the day-to-day running and tracking of the markets, the administration and filing of the mountain of paper work normally involved, and record keeping for every transaction and taxation calculation.
All this means I can take a more relaxed view to share movements. The personalised service I receive means that I am treated as a individual not just as 'another client'.

Thesis Private Client