Thomas has worked in the financial services industry since graduating from The University of Birmingham with a degree in Mathematics with Business Management in 2014, and joined our team the following year. He qualified as a financial planner in 2015, and achieved Chartered Financial Planner status in 2021.
Thomas believes it’s vital to connect with clients and form strong, trusting, long-term relationships – that way, he’s able to fully understand their personal objectives and what’s important for them. He uses his extensive technical knowledge to ensure that each client’s needs are met over the longer term in all areas of financial planning, giving them valuable financial peace of mind. He understands that financial planning is an ever-evolving journey, and that it’s essential to regularly review a client’s circumstances and goals.