Graeme Thomas
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Graeme Thomas Email & Phone Number

Senior Director Business Development at Thomas and Young Wealth Management Ltd
Location: Bury St Edmunds, England, United Kingdom 6 work roles 1 school
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Role
Senior Director Business Development
Location
Bury St Edmunds, England, United Kingdom

Who is Graeme Thomas? Overview

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Graeme Thomas is listed as Senior Director Business Development at Thomas and Young Wealth Management Ltd, based in Bury St Edmunds, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Graeme Thomas.

Graeme Thomas previously worked as Financial Adviser at Thomas & Young Wealth Management Ltd and Financial Advisor at Lloyds Bank. Graeme Thomas studied at Portchester School, Bournemouth.

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Thomas and Young Wealth Management Ltd

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Profile bio

About Graeme Thomas

At the beginning of 2022 my role changed from giving advice to clients to working with Business Professionals and Individuals and share how we can make a difference to financial planning for people and their future needs.Prior to this I set up a Senior Partner Practice of St. James's Place with my friend Darren Young. I have worked in Financial Services for over 30 years and previously provided financial advice, to a broad range of clients which included individuals, Business Owners and Professionals helping them with practical solutions to their financial issues that concern them most. The advice that Thomas & Young Wealth Management provide covers all areas of Wealth Management, including retirement planning, protection and investment planning advice. In addition to this we also provide Financial Advice to Commercial clients.At Thomas & Young Wealth Management our aim is to establish a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.Thomas & Young Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP approved 12/07/2023

Listed skills include Financial Services, Investments, Wealth Management, Financial Advisory, and 19 others.

Current workplace

Graeme Thomas's current company

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Thomas and Young Wealth Management Ltd
Thomas And Young Wealth Management Ltd
Senior Director Business Development
Bury St Edmunds, GB
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6 roles

Graeme Thomas work experience

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Senior Director Business Development

Current

Bury St. Edmunds, England, United Kingdom

  • When I was advising it was difficult to find time to speak with Business Professionals or network with individuals about the need for planning for the future and so I see it as a privilege to share what Thomas & Young.
  • Investments
  • Tax planning
  • Inheritance tax planning and mitigation.
  • Pension and retirement planning.
  • Protecting you, your family and your business.For full details of the range of products and services that are available to you, view our website www.tywm.co.ukThe value of an investment with St. James's Place will be.
Jan 2022 - Present

Financial Adviser

East Anglia

  • We help you protect your financial position throughout life’s journey and help you achieve financial security for those people closest to you.We have accepted an invitation to become a Partner Practice of St. James's.
  • Investments
  • Tax planning
  • Inheritance tax planning and mitigation.
  • Pension and retirement planning.
  • Protecting you, your family and your business.For full details of the range of products and services that are available to you, view our website www.tywm.co.ukThe value of an investment with St. James's Place will be.
Nov 2014 - Dec 2021

Financial Advisor

Corporate Financial Planning

Feb 2002 - Sep 2014

General Manager

Management of 75 staff in Newmarket and a Group Operations Role

Oct 2000 - Nov 2001

Business Manager

Various roles before culminating to Business Account Relationship Management

Sep 1982 - Sep 2000
1 education record

Graeme Thomas education

  • Portchester School, Bournemouth
    Portchester School, Bournemouth
FAQ

Frequently asked questions about Graeme Thomas

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What company does Graeme Thomas work for?

Graeme Thomas works for Thomas and Young Wealth Management Ltd.

What is Graeme Thomas's role at Thomas and Young Wealth Management Ltd?

Graeme Thomas is listed as Senior Director Business Development at Thomas and Young Wealth Management Ltd.

Where is Graeme Thomas based?

Graeme Thomas is based in Bury St Edmunds, England, United Kingdom while working with Thomas and Young Wealth Management Ltd.

What companies has Graeme Thomas worked for?

Graeme Thomas has worked for Thomas And Young Wealth Management Ltd, Thomas & Young Wealth Management Ltd, Lloyds Bank, Symphony Telecom, and Nat West.

How can I contact Graeme Thomas?

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What schools did Graeme Thomas attend?

Graeme Thomas studied at Portchester School, Bournemouth.

What skills is Graeme Thomas known for?

Graeme Thomas is listed with skills including Financial Services, Investments, Wealth Management, Financial Advisory, Pensions, Banking, Finance, and Corporate Finance.

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