Thanos joins the Team

In June, we welcomed an experienced adviser with twenty years’ experience working in the financial services industry. Based in Sutton, South London, Thanos is a strong finance professional with a Level 4 Diploma in Investment Advice (both financial planning and advice) and Level 3 Certifications in Mortgages, Equity Release, Financial protection. He is currently working towards Chartered status.
Thanos provides personalised holistic financial planning using ethical and highly professional practice standards. He uses cash flow software and creates comprehensive financial plans for professionals and business owners. We are pleased to have such an experienced adviser join the team.