Patrick Thomas

Financial Planning Associate

Patrick has nearly nine years of experience in the financial services industry. He began his career as a Chartered Accountant in London before transitioning into financial planning in 2021. In 2024, he joined Saltus following its merger with GM2 Wealth Management, a Wales-based advisory firm. 

Patrick 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 has also completed 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, Patrick helps clients turn financial complexity into clear, actionable strategies.