Sian Thomas LLB (Hons) FPFS

Chartered Financial Planner and Occupational Pension Specialist

Sian is a Chartered Financial Planner and an Occupational Pension Specialist. She has worked in Financial Services since 2003 and joined Attivo Financial Planning in 2020. Sian is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

All Financial Planners require a Diploma in Financial Planning to provide advice. Sian holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Sian holds the following Advanced Financial Planning Papers:

  • Investment planning
  • Financial planning process
  • Pension transfers
  • Retirement income planning
  • Personal tax and trust planning.

Sian has been recognised in recent years at:

  • Women in Financial Advice Awards 2018 – Financial Adviser of the Year (South West & Wales): Highly Commended.