Director

John joined the Financial Services Industry in 1989 with a major insurance company. During his time there he held various advising and managing roles. In 2003 he became a founding partner of Thomas & Gentry Independent Financial Advisers. Since then, John has been advising on the financial plans of both his private and corporate clients.

John is married with two grown up children, his hobbies include a keen interest in sport, particularly football and rugby.

Qualifications held:

John is qualified to ‘Chartered’ status. As a result, he is ranked in the top 10% of advisers in terms of financial qualifications held.

Paraplanner

Mark started in the financial services industry in 1986 with a major Insurance Company and has held a number of advising and management roles, Mark joined Thomas & Gentry IFA Ltd in May 2007 as a Para Planner.

Mark is married and has two grown up children; his interests include walking, kayaking, tennis, badminton and spending time with the family.

Qualifications held:

• Diploma in Financial Planning
• Certificate in Mortgage Advice and Practice (CeMAP)
• Certificate in Equity Release (ER1)
• Long Term Care Planning (CF8)
• Investment Planning (AF4)

Financial Adviser

Helen has worked in financial services since 2001 with a major retail bank. During her time there she held various advising and managerial roles. In 2018 she joined Thomas and Gentry and advises on the financial plans of both her private and corporate clients.

She is married with 1 daughter and her interest include theatre, live comedy, cinema, walking, travelling and socialising with friends and family.

Qualifications held:

Diploma in Regulated Financial Planning

Office Manager

Mia joined the Financial services industry in 2018 after finishing her A Levels.  She has experience in supporting Para-planners and Financial Advisers from her previous employment and joined Thomas and Gentry in February 2020.

Her job is to ensure every client receives excellent customer service and to assist in the daily administration for Thomas & Gentry.

Mia’s interests include walking her dog, listening to music, travelling and socialising with friends and family.