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Our Financial Advisers

Our Financial Advisers

We have Financial Advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Clive Thomas - MA APFS

Clive began his career in Financial Services over ten years ago, joining Hargreaves Lansdown after graduating. He graduated with a degree in Business, as well as a Master’s degree in Surveying. He initially worked as an equity dealer and subsequently moved to the advisory team.

FCA reference number: CXT01454

Clive Thomas

Qualifications

  • Diploma in Financial Planning
  • Chartered Financial Planner
  • CF8 Long Term Care
  • AF3 Advanced Pensions
  • AF4 Investment Planning
  • Certificate in Discretionary Investment Management
  • BA (Hons) Business Administration
  • MA Surveying

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

Client feedback

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Have a question?

0117 317 1690