Meet Wayne Thomason

 

I offer my clients professional procedures that deliver the best

experience whilst building long term relationships that result in
meeting their financial aspirations.

 

I am committed to adding value to my clients lives and I take

pride in delivering excellence in my service. Together with my
clients I craft bespoke financial plans in order help them achieve
financial success.

 

My clients are “clients for life” and building long term

relationships helps me to give you the best possible client
experience. Over time we will meet regularly in order to continue
to revise and assess your needs and ensure that your financial plan
adapts to your changing circumstances.
Top Skills

  • Investment & Retirement Planning
  • Risk solutions
Solutions

  • Wealth Management Solutions through tailored advice
  • Risk Assessments through Financial Needs Analysis
  • Specializing in over 50’s Retirement Planning
Education

  • RE 5
    Certificate for the Commercial
    Property Practitioner
  • Institute of Bankers
    Associate Diploma
    Banking Credit Diploma
Experience

  • Rockfin Wealth Management
    Wealth Manager at 2018 to present
  • Hereford (Liberty Franchise)
    Advisor (3 years)
  • Regal Financial Services
    Independant Financial Advisor (7 years)
  • Various Banks
    Ex Banker, specializing in Asset Based & Commercial Property Finance
    from (24 years)