Sue Thomas, Technical Support Officer

sue thomas trinity weath management st albans hertsSue’s role involves support and administration of financial advice and includes comprehensive whole-of-market research to help identify the suitable products for clients’ needs. She has an extensive knowledge of financial products, including pensions, investments and protection, which she keeps up to date by examining the latest market trends. Her work also involves writing detailed personalised financial planning reports for clients and monitoring their existing portfolios.

She has worked in the finance industry for more than ten years, including as a paraplanner for a London-based regional independent financial adviser, and has a wealth of experience and knowledge to offer.

Sue lives in Stevenage, just north of our St Albans offices. She enjoys reading, music and needlework.

Qualifications:

  • Financial Planning Certificate 1, 2, and 3

To contact Sue email Sue.Thomas@twm.uk.com

To enquire about any of the above services – Financial Planning as well as the On-going Review Services please click here,
OR phone +44 (0)1727 851123 Fax +44 (0)1727 858083 or email us on info@twm.uk.com