Colin Thomas Email & Phone Number | After 27 years in financial services consulting with and advising both Financial Advisers and Clients, and having completed nearly 6 years at St. James’s Place Wealth Management, I am now putting everything I have learnt into my own business, Catalyst Financial Consulting LLP (www.catalystfinancialconsulting.co.uk), which is an Associate Partner Practice of St. James’s Place Wealth Management, delivering specialist financial advice in the areas of retirement planning, estate planning, long term care and advising business owners. My approach to giving financial advice is based on listening very carefully to clients, taking the time to understand their world, their concerns, their goals; and then working together on a plan to achieve what they want in a way that’s easy to understand. Having chosen to become a Partner Practice with St. James’s Place Wealth Management, I can access a huge array of additional resources all of which are geared towards helping clients achieve the personal and financial well-being they seek. As a Chartered Financial Planner with a Coaching and Mentoring qualification, I am uniquely prepared to support and educate clients and their families in how to plan for their financial future. I live near Bath and typically work with clients across Gloucestershire, Somerset, Berkshire and Oxfordshire. With offices in both Bristol and Newbury I am able to offer a range of options when it comes to in person client consultations. In my spare time I enjoy watching and playing rugby, football and cricket as well as spending time with my two teenage daughters, my wife Stephanie and of course my beloved Border Collie, Hamish! The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. SJP Approved 03/01/2024

Colin Thomas

After 27 years in financial services consulting with and advising both Financial Advisers and Client...
Box, England, United Kingdom

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Colin Thomas’s Email colin.thomas14@btinternet.com

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Colin Thomas’s Location Box, England, United Kingdom

Colin Thomas’s Current Industry Catalyst Financial Consulting

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Work Experience

Catalyst Financial Consulting

Advising Principal

2023-01-01 00:00:00 - Present

St Jamess Place Wealth Management

Executive Partnership Development Manager

2021-07-01 00:00:00 - 2023-01-01 00:00:00

Prudential

Business Consultancy Manager

2008-03-01 00:00:00 - 2017-05-01 00:00:00

Cable And Wireless

Learning & Development Manager - Commercial

2007-01-01 00:00:00 - 2007-01-01 00:00:00

Axa

Business and Training Consultant

2004-01-01 00:00:00 - 2006-01-01 00:00:00

Zurich Life

Sales Training Consultant / Business Transformation Consultant / Operations Manager

1995-01-01 00:00:00 - 2004-01-01 00:00:00

Inter Alliance

Training Manager/Technical Training Consultant

2004-01-01 00:00:00 - 2004-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Colin Thomas

Colin Thomas is located at
Box, England, United Kingdom

Colin Thomas is a After 27 years in financial services consulting with and advising both Financial Advisers and Clients, and having completed nearly 6 years at St. James’s Place Wealth Management, I am now putting everything I have learnt into my own business, Catalyst Financial Consulting LLP (www.catalystfinancialconsulting.co.uk), which is an Associate Partner Practice of St. James’s Place Wealth Management, delivering specialist financial advice in the areas of retirement planning, estate planning, long term care and advising business owners. My approach to giving financial advice is based on listening very carefully to clients, taking the time to understand their world, their concerns, their goals; and then working together on a plan to achieve what they want in a way that’s easy to understand. Having chosen to become a Partner Practice with St. James’s Place Wealth Management, I can access a huge array of additional resources all of which are geared towards helping clients achieve the personal and financial well-being they seek. As a Chartered Financial Planner with a Coaching and Mentoring qualification, I am uniquely prepared to support and educate clients and their families in how to plan for their financial future. I live near Bath and typically work with clients across Gloucestershire, Somerset, Berkshire and Oxfordshire. With offices in both Bristol and Newbury I am able to offer a range of options when it comes to in person client consultations. In my spare time I enjoy watching and playing rugby, football and cricket as well as spending time with my two teenage daughters, my wife Stephanie and of course my beloved Border Collie, Hamish! The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. SJP Approved 03/01/2024

Colin Thomas currently works in the Catalyst Financial Consulting |

No Languages Available

Colin Thomas has prior
experience in the following industries:
St Jamess Place Wealth Management | Prudential | Cable And Wireless | Axa | Zurich Life | Inter Alliance

Colin Thomas has the following professional experience:
Catalyst Financial Consulting | St Jamess Place Wealth Management | Prudential | Cable And Wireless | Axa | Zurich Life | Inter Alliance