Thomas Atterton joined the team in July 2025 as a Paraplanner, holding a Diploma in Personal Financial Services (Dip PFS) and membership of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI).
Thomas has four years of experience in financial services, having previously worked in sales before transitioning into the sector. He works alongside Cameron Stewart, providing paraplanning support on complex pension, protection, and inheritance tax cases.
Currently, Thomas is studying for his J10 qualification in discretionary fund management, with plans to progress to the CISI Level 6 Advanced Certificate in Financial Planning to further develop his expertise.
Outside of work, Thomas enjoys an active outdoor lifestyle with interests in paddleboarding, wild swimming, and kayaking. He's also passionate about food and drink, and enjoys playing the guitar in his spare time.
