Sue Thomas - Senior Paraplanner

Having worked in the finance industry for more than ten years Sue has a wealth of experience and knowledge to offer. Her work experience includes working for a London based Regional IFA practice as a Paraplanner.

Sue performed comprehensive whole-of-market research to help identify the suitable products for clients' needs, keeping up to date with latest market trends and new products, writing detailed personalised financial planning reports and monitoring clients existing portfolios. These activities are supported by Sue's product knowledge, which includes pensions, investments and protection.

Sue, who lives in Stevenage, slightly North of our offices in St Albans enjoys reading, music, needlework and attends a local church.

Qualifications:

* Financial Planning Certificate 1, 2, and 3

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