Rebecca Thomas

Dip PFS, Paraplanner

Rebecca’s career within the financial services industry began in 2000 following her degree in economics and social history at the University of Liverpool.  She returned to Bristol to fulfil a role as Telephone Account Manager at AXA until 2004, after which she decided to broaden her experience in a client facing role as Financial Adviser at Lloyds. Following this she returned to account consultancy as an Account Manager with Scottish Widows for 13 years. Keen to develop her analytical experience further, Rebecca then trained as a Paraplanner at Albert Goodman where she also enjoyed interaction with clients in conducting annual reviews. She transferred her skills to FiveWays Financial Planning in April 2020. She holds the Diploma in Financial Planning and has gained a great deal of experience over the years in both client facing, intermediary facing, and technical roles.

Outside work Rebecca enjoys running, sports, sea swimming, walking, cooking, socialising, music, and spending time with her family and friends.

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