Thomson Cooper Wealth’s three advisers are chartered financial planners, and two of them are also fellows of the PFS. They each have considerable knowledge and experience of portfolio and investment management and are supported by a skilled administration team.  

They offer a range of professional financial planning services to clients, the majority of whom have been with the firm for more than 15 years. Known for its integrity and transparency, Thomson Cooper Wealth has galvanised its reputation for providing high-quality advice and responsive customer service, with significant corporate and private client growth through personal recommendations.  

Regular updates and timely communications have helped develop strong client relationships. The firm has invested in software and training to streamline processes, and runs client events to encourage greater engagement.  

Head of wealth management Bruce Hendry has led the firm’s recent restructuring and expansion. As well as being a chartered wealth manager, he has also lectured at Edinburgh and Dundee universities.

Richard Libberton is the chairman of the PFS’s Central Scotland regional committee, and an advocate for diversity and improving standards in advice.