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Brian Thomas

Brian Thomas of Brian Thomas is based in Abergavenny. Brian has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF30 Customer
CPD11 - Pension transfer specialist
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)

Previous Employment:
True Potential Wealth Management LLP05/11/2010 to 06/10/2016
West Wales Financial Services Ltd19/03/2012 to 13/12/2013
Network Direct Limited19/03/2012 to 13/12/2013
EWG Financial Services08/09/2010 to 22/12/2010
Broadlands Partnership16/03/2010 to 12/11/2010
Honister Partners Ltd23/06/2009 to 22/03/2010
Sage Financial Services Limited23/06/2009 to 22/03/2010
Bates Investment Services Ltd03/07/2006 to 22/06/2009
Millfield Partnership Limited14/01/2004 to 03/07/2006
Burns-Anderson Limited01/12/2001 to 31/12/2003
Lloyd-Davies Financial Planning Management05/10/2000 to 31/12/2003
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.