Sian Thomas

Areas of expertise

Retirement and pension planning
Pension transfers
Inheritance Tax planning
Cash flow planning
Divorce
Working with small / medium sized business owners with personal wealth planning
Business Exit Planning

Experience

Sian has enjoyed a career in financial services spanning over almost 20 years since graduating with a degree in Law & Business in 2003. On graduating from university she was accepted onto a Graduate Management Program with a large global bank before qualifying as a financial adviser in 2005.
After leaving the banking industry Sian spent some time working for a large consumer rights organisation providing research, commentary and advice in relation to pensions and annuities.
She went on to work for one of the UK’s largest investment platforms as a Senior Chartered Financial Adviser before joining Evelyn Partners.

Notable client work and achievements

In light of her experience and expertise she has provided professional commentary in both the financial and mainstream press such as The Times and Financial Times.
Sian also won a highly commended Financial Adviser of the Year Award in 2018 for her hard work and dedication to the industry.

Professional qualifications and memberships

Sian is both a Chartered Financial Adviser and a Fellow of the Personal Finance Society and has completed advanced papers via the Chartered Insurance Institute in the following areas;

Financial Planning
Pension Planning
Pension Transfers
Personal Tax and Trusts Planning
Investment Planning
Certificate in Discretionary Investment Management

She is also a member of Resolution.