Iwan Thomas

Background

About Iwan Thomas

As the Head of Retail Sales at Abbey Wealth, I manage and develop the retail sales function and advice team across Irish and Spanish offices. I have over eight years of experience as a Senior Financial Planner, specialising in cashflow analysis and forecasting to implement planning solutions for clients throughout Europe, including pensions, savings, investments, retirement planning, inheritance planning, and tax mitigation needs. I hold a Professional Diploma in Financial Advice (QFA), as well as certificates in insurance and securities and investments from the UK. I am proficient in financial regulation. I am passionate about delivering high-quality client service, consistent and clear communication, and innovative and tailored solutions. I speak fluent English and Welsh with a basic understanding of Spanish and French, which enables me to work effectively with diverse and international clients and partners.