Thomas Dawkes

Thomas Dawkes

Circle Wealth Partners

Financial Advisor

Tel: 01483 729122

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Thomas joined Circle Wealth Partners in 2015 and has worked in Financial Services since graduating from the University of Birmingham with a degree in BSc Mathematics with Business Management. He is a fully qualified Financial Adviser who currently leads our Asset Review Team as a Paraplanner.

Thomas works closely with all the financial planners within the business and his role is to analyse the client’s current circumstances to produce detailed reports that explain the adviser’s recommendations clearly and thoroughly. His role also consists of working with the compliance team in Cirencester to ensure that all regulatory standards are met.

Thomas is currently studying towards his Chartered Financial Planner status.

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