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Isabel Thomas BA(Hons) MSc DipPFS

Isabel Thomas BA(Hons) MSc DipPFS

Finance Representative

Followers of Isabel Thomas BA(Hons) MSc DipPFS223 followers
location of Isabel Thomas BA(Hons) MSc DipPFSPlymouth, Angleterre, Royaume-Uni

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  • Timeline

  • About me

    Financial Planner

  • Education

    • University of Plymouth

      2013 - 2016
      Bachelor's degree International Finance 2:1

    • Bournemouth University

      2016 - 2017
      Master's degree Finance, General Distinction

  • Experience

    • Computershare

      Sept 2017 - May 2018
      Finance Representative

    • THE UNLIMITED GROUP HOLDINGS LTD

      May 2018 - Dec 2018
      Accounts Receivable Clerk

    • BATH WEALTH MANAGEMENT LIMITED

      Jan 2019 - Aug 2019
      Graduate Trainee Wealth Manager

    • Aspirations - Independent Financial Advice

      Aug 2019 - Dec 2020
      Senior Administrator

    • Plan Works

      Dec 2020 - May 2022
      Paraplanning Administrator

    • Goodmans Financial Planning Ltd

      May 2022 - now

      • Financial Planner

        Feb 2023 - now

      • Paraplanner

        May 2022 - Feb 2023

  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Isabel Thomas BA(Hons) MSc DipPFS
      CISI Education Trust Award Chartered Institute of Securities and Investments 2016