Joe Thomas

Senior Partner

Joan Thomas, Practice Manager

Joan joined my Practice in September 1995 as Practice Manager. Joan has worked within the Financial Services sector for over 30 years. As Practice Manager Joan takes responsibility for the day to day management of the Practice. She specialises in providing organisational support and overseeing client servicing, Joan ensures a smoothly run Practice.

Tel: 01709 522002
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Mike Pope, Paraplanner

Mike has been working in financial services for the last 18 years having gained the Advanced Financial Planning Certificate which was later changed to the Diploma in Financial Planning. He has worked with major financial institutions as well as smaller IFA practices and for the last 3 years supporting St. James’s Place Partners.

He has worked as an Adviser, Technical Paraplanner and in the compliance field which gives him a wide breadth of knowledge across these areas putting him in a fairly unique position of having experienced all the major areas of financial planning. He overlays this experience in his current role of completing technical financial planning reports and providing technical support to the Practice.