Thomas Wilson

Thomas has been working in financial services since 2011. His experience includes working directly for a large Building Society as well as one of the most successful Insurance Brokerages in the country. His most recent accomplishment was completing Openwork’s 'Ocademy course'. This gave Thomas the skills and qualifications to achieve his goal of becoming a Financial Consultant.
This combination of skills and experience allows Thomas to develop long lasting relationships with his clients, taking them all the way through to retirement and beyond. 
'I treat my clients how I would want to be treated. By putting in place a strategic plan to help reach their financial goals and ambitions. I achieve this by listening and treating my clients as individuals. Skills which PFM Associates pride themselves on.’ Outside of work Thomas enjoys spending time with his family and (attempting) to keep fit.

 

 

 

 

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CIIAddress: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122
 
PFM Associates Limited is authorised and regulated by the Financial Conduct Authority.
'The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk .'
PFM Associates is registered in England and Wales, company registration number 03871403.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
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