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Abi Thomas

Compliance & Technical Manager

Abi Thomas is a seasoned professional in the financial services industry, currently serving as the Compliance & Technical Manager at Cooper Parry Wealth since May 2022. In this role, Abi supports the team by developing tools and enhancing their knowledge to ensure exceptional client care. Previously, Abi worked as a Financial Planner at Creaseys Wealth from January 2018 to March 2023, providing technical support to Ben Waite and focusing on optimal client outcomes. From April 2008 to January 2018, Abi was a Retirement Adviser at Handelsbanken Wealth Management, where responsibilities included attending client meetings and preparing suitability reports. Additionally, Abi gained valuable experience as a Voluntary Counsellor at Beacon Surgery from January 2012 to January 2015, assisting individuals facing various personal challenges.

Location

Maidstone, United Kingdom

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