Glyn Thomas
Chartered Financial Planner and Founder of Derwen Financial Planning Ltd at Derwen Financial Planning
Based in Carmarthen, United Kingdom
7-day free trial · no credit card
Seniority
C-Team
Department
Other
Location
Carmarthen
Industry
Financial Services
Company size
2
Contact information
Reveal Glyn's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
g•••••••@dfpl.co.uk
Phone
5 credits+44 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Glyn Thomas
I have worked in the financial services sector since 1986. In 1991 I joined a local firm of solicitor's as an in-house financial adviser and joined BL Financial Planning Ltd in 2011. I am qualified as a Certified Financial Planner - the global standard of excellence in Financial Planning. I am also an Affiliate of STEP (Society of Trust and Estate Practitioners)- an across-professional body for those involved in wills, trusts, estate planning, probate etc. I am listed in the SIFA Directory of Professional Financial Advisers which is endorsed by the Law Society I am currently looking to retire in 3 years time (2023- 2024) and am looking for an adviser to join with a view of purchasing the business- if you require further information please telephone me on 01267 230380 or 07792 294644. Finally, i have passed the Chartered Insurance Institute RO8 exam - Pensions Update - to confirm my knowledge and understanding of the new pension rules.
Decision-makers
Other people at Derwen Financial Planning
Build a list of verified contacts at Derwen Financial Planning
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Glyn
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime