Colin joined A E Thomson in 2011 and prior to this has been in the industry since 1988 working for an Insurance Company and then within the IFA arena.
Colin holds the Financial Planning Certificate qualification and works closely with Mark Gordon. His primary responsibility is to assist with the management of the IFAs’ pipeline and portfolio of existing business. This includes providing valuable support for Nigel and Keith in their work with clients and liaising with insurance companies and pension providers to ensure the smooth running of clients’ portfolios.
Colin takes a keen interest out of work in watching many different sports.
Margaret was appointed in 1999 and has worked as a senior administrator within the business since that time.
Margaret’s duties involve daily client contact, liaising with insurance companies and other product providers to obtain client information. Margaret also provides excellent administration support for Nigel and Keith. Maintaining the client database and acting as the primary point of contact for a number of our corporate clients in relation to monthly processing of their group pension arrangements. Also, the preparation for IFA client meetings.
Often Margaret is the first person you hear when contacting A E Thomson Ltd by telephone.
In Margaret’s spare time she likes to play golf and has been a member of a local golf club since 1992 and was Ladies Captain in 2007. Within the golf club Margaret helps with organising the social functions and Charity Golf Days.
Alison’s main role is to provide administrative support to one of our larger corporate clients, in connection with the management and reconciliation of contributions to their corporate pension arrangements.
Alison joined A E Thomson in 2014. She holds the Financial Planning Certificate and has worked in financial services since 1986. Her experience includes working at the head office of a building society, a large insurance company and a long established independent financial adviser in Cambridge. Prior to joining A E Thomson Alison spent 7 years working at a top 30 accountancy firm.
Out of work Alison enjoys spending time with her family.