Molly Thomas BSc (Hons) DipPFS CertPFS (DM) CertCII (MP)

Senior Paraplanner | Operations Manager

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.

As Operations Manager, Moll is responsible for the internal workings, systems, and controls within the firm, and works closely with both the Managerial team and the Directors.

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  

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