Moll Thomas BSc (Hons) DipPFS CertPFS (DM) CertCII (MP)
Senior Paraplanner | Executive Assistant to the MD
Moll is a fully qualified Senior Paraplanner, having joined up with the team as an administrator in 2019. Reading Mathematical Studies at the University of Leeds, she focused on financial and actuarial science – setting her in good stead for her career in finance.
Moll supports Managing Director, Matt, in running the company as well as being the main point of contact for his clients.
Outside of work, she likes to ski and is a huge foodie.
Qualifications
BSc (Hons) Mathematical Studies
CII Level 4 Diploma in Regulated Financial Planning
CII Level 4 Certificate in Discretionary Investment Management
CII Level 3 Certificate in Mortgage Advice
R01 - Financial Services, Regulations & Ethics
R02 - Investment Principles and Risk
R03 - Personal Taxation
R04 - Pensions and Retirement Planning
R05 - Financial Protection
R06 - Financial Planning Practice
J10 – Discretionary Investment Management
CF6 - Mortgage Advice
LP2 - Financial Services Products and Solutions
AF4 – Investment Planning
AF5 - Financial Planning Practice
