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

Connect with Isabel Thomas BA(Hons) MSc DipPFS to Send Message

Connect

Connect with Isabel Thomas BA(Hons) MSc DipPFS to Send Message

Connect
  • 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