Welsh Chartered Financial Planner Kevin Thomas has joined Plymouth-based national advice firm Continuum, which is owned by M&G.
Mr Thomas has been an adviser for more than 35 years, having starting his career at Abbey Life in 1991 before moving to Friends Provident in 1993.
He spent several years working in the private client department of a large law firm in Leeds and was also the pensions consultant to the Welsh Teacher’s Union.
Other financial advice roles during his career include time spent at Tenet, Old Mill Accountants & Financial Planners, Lighthouse and most recently Mather and Murray.
Based in Burry Port in Carmarthenshire, Mr Thomas specialises in wealth creation and preservation, investment including trustee investments, estate planning and trust work, pensions, retirement options and tax planning. He is a member of the Society of Trust and Estate Practitioners.
Martin Brown, managing partner at Continuum, said: “In an ever-changing legislative and political landscape, the need for truly independent financial advice has never been greater. The experience and expertise Kevin brings on estate planning, tax and pensions, and will help clients navigate changes to the UK tax and pensions system with confidence.”
Continuum was established in 2014 by founding partner Martin Brown, as a national IFA brand.
It saw a 17% increase in assets under influence year-on-year to £2.6bn in the first half of the year. Nine new advisers joined the partnership in the first six months of the year, taking total adviser numbers to 81.
Last month it recruited two Financial Planners and an IFA from West Country-based Fleming Financial, which was acquired by fast-growing Financial Planning firm Shackleton in December.
Shackleton, formerly the Skerrits Group, was taken over by New York-based private equity firm Lee Equity Partners in June.
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