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Senior Paraplanner
Thomas joined us in April 2022. Before joining the team, he worked in retail banking.
His role involves supporting Steve with preparation for client meetings, report writing, research, answering client queries, implementing the agreed solutions and attending meetings alongside Steve.
As a Senior Paraplanner Thomas also helps shape the risk and compliance processes and mentors other members of the support team.
Outside of work, Thomas enjoys riding his bike, and he has completed lengthy trips such as Land’s End to John o’ Groats and London to Paris.
When he’s not travelling on his bike, Thomas does a lot of reading, mainly non-fiction, to challenge himself and learn new perspectives.
This is an RQF level 4 FCA-approved qualification accredited by Ofqual and awarded by the London Institute of Banking & Finance. The programme is designed to reflect the role of an IFA, providing the individual with a thorough understanding and practical skills to apply in practice.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk