Patrick Thomas

Financial Planning Associate

Pat has a decade of experience in financial services, combining a strong background in accountancy with a passion for helping clients achieve their financial goals. Drawing on his experience as an ACA Chartered Accountant, he takes a holistic approach to financial planning, helping individuals and families navigate complex decisions and build long term financial confidence through clear, practical advice.

Before moving into financial planning, Pat worked with leading professional services firms in London, developing expertise in financial analysis, business planning and complex financial matters. His accountancy background combines strong analytical skills, attention to detail and commercial understanding, enabling him to help clients turn complexity into clear, actionable strategies.

Pat holds a BSc in Accounting and Finance from the University of Exeter and is a member of the Institute of Chartered Accountants in England and Wales (ICAEW), qualifying as an ACA Chartered Accountant. He also holds the Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning and the CII Level 4 Certificate in Discretionary Investment Management.

With a foundation in accountancy and a passion for planning, Pat helps clients turn financial complexity into clear, actionable strategies.