Thomson Tyndall announces partnership with Moneta Global Wealth
July 2026
Supporting clients across the UK and US
As our clients’ lives are increasingly international, the need for joined-up advice across different jurisdictions continues to grow.
Many individuals and families have financial interests, businesses, property or family connections that span both the UK and the US. While these opportunities can be rewarding, they can also bring additional complexity when it comes to managing finances, planning for the future and getting coordinated advice.
To help meet this need, Thomson Tyndall is pleased to announce a new partnership with Moneta Global Wealth, a London-based wealth management firm specialising in the needs of US citizens living overseas.
The partnership brings together Thomson Tyndall’s established expertise in financial planning and investment management with Moneta’s specialist knowledge of cross-border financial planning and the unique considerations facing those with connections to both the UK and the US.
For clients, this means access to coordinated advice that considers the bigger picture. Whether navigating tax and estate planning considerations, managing assets across jurisdictions or planning for future generations, the aim is to provide clarity and confidence through a joined-up approach.
We believe good advice starts with understanding the whole situation. By working closely with Moneta Global Wealth, we can help ensure clients receive specialist support that reflects both their personal circumstances and their long-term objectives.
This partnership represents an exciting step for Thomson Tyndall and sits alongside our existing partnerships with 28 Advisory and Soler Capital, reflecting our ongoing commitment to supporting clients whose lives and financial affairs increasingly extend beyond UK borders.
As an independent financial advice and investment management firm with a long history of helping families preserve and grow wealth across generations, we see the new partnership as a natural extension of the service we provide and the evolving needs of the clients we look after.
Best Financial Advisers to work for 2026
March 2026
We are delighted to share that for the third year running, Thomson Tyndall has been named one of the Best Financial Advisers to Work For at the Professional Adviser Awards.
This is a fantastic achievement and one that really reflects the culture we have built together. The award is based on an evaluation of our workplace policies, practices, demographics, and employee experience through a survey.
Thank you again to all our colleagues for making Thomson Tyndall such a fantastic place to work!
Ben Surtees joins Thomson Tyndall
February 2026
We are pleased to welcome Ben to Thomson Tyndall. Ben brings almost 30 years’ experience in financial services, having previously worked as an Asian equity fund manager at Jupiter Asset Management and most recently as a financial adviser in Cheltenham. His strong investment background complements the existing Thomson Tyndall investment proposition.
Top 100 Financial Advisers
October 2025
We are proud to announce that Thomson Tyndall has been named one of the Top 100 Financial Advisers by FT Adviser for the third time.
The satisfaction of our clients and staff is at the heart of everything we do, but we are always pleased to receive recognition from the wider profession. Thank you to our team, whose professionalism, dedication and expertise have been central to this achievement!
Mike O’ Sullivan’s Retirement
April 2025
We would like to take a moment to celebrate the retirement of Mike O’Sullivan who has been an adviser at Thomson Tyndall for the past four years. Mike started working in financial services in the mid-70s and has brought invaluable expertise to the Thomson Tyndall team having been a trusted adviser for all his clients over the years. While we will miss his insights and dry sense of humour, we wish him the best for this exciting new chapter! Thank you, Mike, for your exceptional service and commitment over the years. Here’s to a well-deserved retirement from all at Thomson Tyndall!
Best Financial Advisers to work for
March 2025
We are pleased to announce that for the second year running Thomson Tyndall has been named one of the Best Financial Advisers to Work For at the Professional Adviser Awards.
It is great to be recognised for this award, promoted by Professional Adviser in partnership with Best Companies Group, which reflects our commitment to fostering a supportive work environment. The award was based on an evaluation of our workplace policies, practices, demographics, and employee experience through a survey.
Thank you again to all our colleagues for making Thomson Tyndall such a fantastic place to work!
