George Thomas – Salisbury

Associate Planner

George graduated from the University of Hertfordshire with a degree in History (2015). Since graduating, he has worked at the James Hay Partnership, a platform pension provider – which provided George a year’s experience within the financial services industry before joining Succession in 2016. After achieving the Diploma in Financial Planning through the Chartered Institute of Insurance, George joined the graduate programme at Succession to continue his journey to becoming a Chartered Financial Planner.

George is looking forward to gaining further experience in the industry and continuing to grow his client bank, developing long and trusted relationships in order to help clients achieve their life goals.

Away from work, George enjoys keeping active, football and spending time with friends and family.

01722 413348 / 07384 116 762

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