Origins

Aaron Hawkins and Gareth Thomas had worked alongside each other informally for several years before coming together to form HawkinsThomas Wealth Management. They shared the same values and principles and were both inspired by a vision of building one of the most respected firms of chartered financial planners in the UK. The company was formed in December 2014, and since then has grown to a team of 23 advisers and staff. The biggest challenge, as with most small businesses, is recruiting and retaining the very highest quality staff and the firm has been very fortunate to have built a very professional and loyal team of people who are all committed to a common vision.

Success Factor

The three main factors that have contributed to the rapid growth of HawkinsThomas Wealth Management are a clear vision and values combined with a detailed plan and massive action in its implementation; the quality and dedication of the staff and advisers that it has attracted; and a reputation for the highest possible quality advice and service that has helped the firm to acquire high quality clients and professional partners. Nearly all of its clients come through recommendations from existing clients and the small group of professional partners with whom the firm has strong relationships.

The Future

HawkinsThomas Wealth Management will continue its path of profitable and sustainable growth through organic means and the main focus over the next few years is the continuous professional development of all of its advisers and staff towards its stated visions and mission.