Thomas Kelly

Thomas Kelly Email and Phone Number

Helping businesses grow by developing their people, managing information, improving processes and utilising technology @ William James Financial Services
Thomas Kelly's Location
Cannock, England, United Kingdom, United Kingdom
Thomas Kelly's Contact Details

Thomas Kelly personal email

n/a

Thomas Kelly phone numbers

About Thomas Kelly

Specialist in helping business develop their people, improve their processes and utilise the right technology.Former Head of Operations for Penney Financial Partners and Embark Group.Lead the Technical Team for Independent Financial Advice firm Newell Palmer for 12 years.Key Skills - Communication skillsCoaching and MentoringSystemising and building proceduresAssessment and management of operational risk Analytical Skills and Data Analysis Project managementLeadership and Stakeholder ManagementFinancial services technical expertiseAchieved Advanced Financial Planning Certificate including Pension module G60, Business module G30 and Taxation Module G10.I practice my presentation skills by acting as 'compere' at Quiz Nights and have used this platform to raise thousands of pounds for charity.

Thomas Kelly's Current Company Details
William James Financial Services

William James Financial Services

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Helping businesses grow by developing their people, managing information, improving processes and utilising technology
Thomas Kelly Work Experience Details
  • William James Financial Services
    Head Of Operations
    William James Financial Services Oct 2024 - Present
    Birmingham, England, United Kingdom
    Leading the operational work including Training & Competence, Compliance, Administration and Paraplanning. Implementing new procedural framework and working to develop people, processes and technology for an exciting and growing business.
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  • Tgk Business Consultancy
    Managing Director
    Tgk Business Consultancy Mar 2023 - Present
    Staffordshire, England, United Kingdom
    I provide consultancy services to businesses mainly working in the Financial Services profession.Developing People - I help align the people in your business behind the company vision. Are the right people doing the right things? Are your team working efficiently, spending the right time carrying out tasks with the right quality? How would you know?Managing Information - Do you know the sources of information you have in your business? Are you looking at the right things?Are you using the information you have to drive actions that improve the profitability of your business?I can help you improve the information you have available, understand it better and use it to see the actions that need to be taken.Process Efficiency - Whether it is making sure people complete tasks correctly the first time or finding a better way to do it; making a process more efficient is important. I'll help you understand the key steps in your processes and, diagnose the problems, find the cause of the problem and help you devise the solution.
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  • Penney Financial Partners
    Head Of Client Relationships
    Penney Financial Partners Aug 2017 - Mar 2023
    Shrewsbury, United Kingdom
    Operational day to day management of business with circa £300M Funds under management and 1,300 clients. Member of Board Committee and responsible for production of management information for delivery to Board. Performance managing Advice Consultants and Support Team to ensure high service levels provided to High-Net-Worth clients. Manage IT, Premises, Finance and Risk functions.
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  • Hornbuckle
    Head Of Ssas & Operations Transition
    Hornbuckle Oct 2016 - Jul 2017
    Leicester, United Kingdom
    I managed the dedicated Small Self Administered Scheme (SSAS) Team at Hornbuckle and also carried out a 'Change Agent' role for the Operational Area. My focus is on integrating best practice within the operations area seeking out efficiency gains in process and maximising commercial opportunities.Hornbuckle is one of the UK's leading specialist pension providers,having focused on self-invested pension provision for over 30 years. Hornbuckle is now a part of the Embark Group of companies.We work closely with our distribution partners to create long term, valuablerelationships that benefit our mutual clients. Our focus is to provide individualsand businesses with investment flexibility; delivered securely through areputation for technical expertise, independence and compelling resources.Based in Leicester & Edinburgh, we have over 200 highly qualified professionalssupporting our distribution partners and over 15,000 scheme members with anasset base in excess of £4bnHttp://hornbuckle.co.uk
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  • Hornbuckle
    Head Of Operations
    Hornbuckle Sep 2015 - Oct 2016
    Leicester, United Kingdom
    As Head of Operations I strive to provide a high level of service and positive customer outcomes for our Clients. I seek out efficiencies and aim to reduce operational business risk. I set high standards for the team and aim to use my communication skills and technical expertise to grow the team's capabilities.Hornbuckle is one of the UK's leading specialist pension providers,having focused on self-invested pension provision for over 30 years.We work closely with our distribution partners to create long term, valuablerelationships that benefit our mutual clients. Our focus is to provide individualsand businesses with investment flexibility; delivered securely through areputation for technical expertise, independence and compelling resources.Based in Leicester & Edinburgh, we have over 200 highly qualified professionalssupporting our distribution partners and over 15,000 scheme members with anasset base in excess of £4bnHttp://hornbuckle.co.uk
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  • Hornbuckle
    Ssas Team Manager
    Hornbuckle Feb 2014 - Sep 2015
    Leicester, United Kingdom
    As Manager of the SSAS Team I strive to provide a high level of service to SSAS Clients. I set high standards for the team and aim to use my communication skills and technical expertise to grow the team's capabilities.Hornbuckle is one of the UK's leading specialist pension providers,having focused on self-invested pension provision for over 30 years.We work closely with our distribution partners to create long term, valuablerelationships that benefit our mutual clients. Our focus is to provide individualsand businesses with investment flexibility; delivered securely through areputation for technical expertise, independence and compelling resources.Based in Leicester & Edinburgh, we have over 200 highly qualified professionalssupporting our distribution partners and over 15,000 scheme members with anasset base in excess of £4bnHttp://hornbuckle.co.uk
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  • Newell Palmer
    Technical Manager
    Newell Palmer May 2002 - Jan 2014
    Wolverhampton, United Kingdom
    Managed a team that provided Technical Support to the Newell Palmer Group of Independent Financial Advisers. Technical management of Newell Palmer Trustees Ltd that provides Professional Pension Trustee services to SSAS Pension Schemes.
  • Lloyds Tsb
    Financial Adviser
    Lloyds Tsb Jan 1997 - May 2002
    After 7 years in a variety of banking roles I spent 5 years advising Bank clients on all aspects of Financial Advice as a Regulated Financial Adviser.
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  • Lloyds Tsb
    Lending Official
    Lloyds Tsb Sep 1994 - Jan 1997
    Lending role within Bank. Arranged overdrafts and loans and monitored and controlled debts of customers.
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Thomas Kelly Skills

Pensions Financial Services Investments Banking Financial Advisory Retirement Retirement Planning Wealth Management Loans Portfolio Management Finance Financial Planning Strategic Financial Planning Protection Insurance Pension Funds Management

Thomas Kelly Education Details

  • Blessed William Howard
    Blessed William Howard
    O Levels & A Levels

Frequently Asked Questions about Thomas Kelly

What company does Thomas Kelly work for?

Thomas Kelly works for William James Financial Services

What is Thomas Kelly's role at the current company?

Thomas Kelly's current role is Helping businesses grow by developing their people, managing information, improving processes and utilising technology.

What is Thomas Kelly's email address?

Thomas Kelly's email address is tk****@****o.co.uk

What is Thomas Kelly's direct phone number?

Thomas Kelly's direct phone number is +4484472*****

What schools did Thomas Kelly attend?

Thomas Kelly attended Blessed William Howard.

What are some of Thomas Kelly's interests?

Thomas Kelly has interest in Children, Education, Cycling, Running, Piano, Health, Football And Quiz Nights.

What skills is Thomas Kelly known for?

Thomas Kelly has skills like Pensions, Financial Services, Investments, Banking, Financial Advisory, Retirement, Retirement Planning, Wealth Management, Loans, Portfolio Management, Finance, Financial Planning.

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