Matthew Thomas
Financial Planning Consultant at Lighthouse Financial Advice- Claim this Profile
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Bio
LinkedIn User
Matt worked in the Colchester retail area with me covering the challenging Clacton on Sea Linkage. Matt is a passionate and dedicated sales professional who built great relationships with customers by providing great advice and in turn results. Matt also engaged the lead providers through regular coaching and support and recognition. I heartily recommend Matt and would be only too happy to work with him again.
LinkedIn User
Matt worked in the Colchester retail area with me covering the challenging Clacton on Sea Linkage. Matt is a passionate and dedicated sales professional who built great relationships with customers by providing great advice and in turn results. Matt also engaged the lead providers through regular coaching and support and recognition. I heartily recommend Matt and would be only too happy to work with him again.
LinkedIn User
Matt worked in the Colchester retail area with me covering the challenging Clacton on Sea Linkage. Matt is a passionate and dedicated sales professional who built great relationships with customers by providing great advice and in turn results. Matt also engaged the lead providers through regular coaching and support and recognition. I heartily recommend Matt and would be only too happy to work with him again.
LinkedIn User
Matt worked in the Colchester retail area with me covering the challenging Clacton on Sea Linkage. Matt is a passionate and dedicated sales professional who built great relationships with customers by providing great advice and in turn results. Matt also engaged the lead providers through regular coaching and support and recognition. I heartily recommend Matt and would be only too happy to work with him again.
Experience
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Lighthouse Group Financial Solutions
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Planning Consultant
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Apr 2012 - Present
Financial Planning Consultant with over 12 years experience in the Financial Services Industry. Fully qualified to Diploma standard (DipPFS). I specialise in advising clients on Investments, Protection, both personal and business, Retirement Planning, pre and post retirement, Mortgages, Inheritance Tax Planning, Trust Planning. I offer friendly, professional, tailored advice. Beyond the initial advice process, I offer a range of on-going servicing packages to suit all clients, with the aim of building strong, sustainable client relationships moving forward.Lighthouse Financial Advice Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.
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RBS
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United Kingdom
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Banking
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700 & Above Employee
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Financial Planning Manager
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Jan 2007 - Feb 2012
Multi tied Financial Planning Manager with CAS giving advice on range of Protection, Pensions and Investments Multi tied Financial Planning Manager with CAS giving advice on range of Protection, Pensions and Investments
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The Co-operative Bank plc
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United Kingdom
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Financial Services
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700 & Above Employee
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Mortgage Adviser
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2000 - 2007
Started life as a Bank Clerk within the Chelmsford Branch, subsequently sat and passed the CeMap qualification and started role as a Mortgage Adviser for the Bank advising and arranging mortgages for my clients in a friendly and professional manner Started life as a Bank Clerk within the Chelmsford Branch, subsequently sat and passed the CeMap qualification and started role as a Mortgage Adviser for the Bank advising and arranging mortgages for my clients in a friendly and professional manner
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Education
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1991 - 1998
The Plume School
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1986 - 1991
Maldon County Primary
Community
