WHO WE ARE

Paul Thomas

Client Relationship Team Manager

Paul joined Portfolio in December 2017 bringing with him a wealth of financial service experience, having for the last 13 years been the Administration Manager of another local IFA.  Previous to that he had 20 years working for the insurance company, Aegon, in offices in North London and Cardiff fulfilling a number of supervisory roles.

Paul has responsibility for monitoring delivery of our service proposition, working closely with the Directors, Advisers and Client Relationship team to ensure that regular reviews are conducted, and our clients’ investment portfolios remain appropriate to agreed financial planning objectives.  He also liaises with product providers to ensure accuracy of information held and driving forward projects that improve the efficiency and operational performance of our systems.

 

In his spare time Paul enjoys travelling having recently been to Nepal, Patagonia, and Namibia. He also plays and coaches at Swansea Hockey Club.