APFS Cert CII (MP)
Position: Chartered Financial Planner
Tel: 01926 422292
Thomas is a Chartered Financial Planner and advises on most areas of financial planning, with a particular focus on pensions, investments and inheritance tax. Thomas strives to demystify the financial planning world for his clients, helping them to feel fully engaged in their financial planning process.
Following the completion of his economics degree, Thomas worked with a number of large financial service product providers, before joining HB&0 as a Financial Planner in 2012.
Thomas enjoys family life with his wife and three children in the North Cotswolds. When not donning green wellies for country walks, Thomas keeps fit by mountain biking, running and playing the occasional round of golf – as long as it’s warm and sunny!
|AF3 - Pension Planning (CII)||J05 - Pension Income Options (CII)|
|J02 - Trusts (CII)||Dip PFS - Personal Finance Society Diploma (PFS)|
|CF6 - Certificate in Mortgage Advice (CII)||J04 - Pension Funding Options (CII)|
|AF1 - Personal Tax and Trust Planning (CII)||AF5 - Financial Planning Process (CII)|
|CF2 - Investment and Risk (CII)||APFS - Associate, Personal Finance Society (PFS)|
|J01 - Personal Tax (CII)||AF4 - Investment Planning (CII)|
|R08 - Pensions Update (CII)||ER1 - Equity Release (CII)|
|CF8 - Long-Term Care Insurance (CII)|