Meet the Thompson & Richardson Team
Steve joined T&R in 1998 from a corporate banking background. A qualified banker by profession, he developed his skills by advising mainly owner managers and directors of corporate bodies in financial planning, and has a particular interest in tax planning and wealth management.
Chartered Financial Consultant
Elizabeth joined Thompson & Richardson 10 years ago having previously worked in pension administration. Since joining she has widened her knowledge considerably and Elizabeth now advises clients on planning and securing their financial futures. Elizabeth is married with a son.
Trudi has worked in Financial Services for 24 years with all this time being for one leading Building Society. Her job roles have in the past included Mortgage Consultant, and Financial Advisor. Trudi is married with one son, and spends her spare time with her family.
Having completed an undergraduate degree in BSc Sport Business Management at Sheffield Hallam University, and having spent a year working in recruitment. Nick begun working for T&R in 2014 and provided administrative support to our mortgage adviser whilst working towards full adviser qualification himself, which he achieved in 2015. Nick enjoys playing rugby in his spare time and does so to a high standard.
Trainee Financial Planner
James has joined Thompson & Richardson as a Trainee Financial Planner after working in sales and recruitment in Leeds for the past year. Prior to this he travelled around Australia after completing his Masters degree in Exercise Physiology at Leeds Beckett University. In his spare time James enjoys playing rugby and does so to a high standard.
Lucy has worked at T&R since 2002, in a support role to a number of our Consultants and Directors. As her experience and knowledge has grown over the years, Lucy has been more involved with the operations of the company and is now a part of the management team in the role of Business Manager. This role sees her providing support to the client’s of our Managing Director, Andy Dyson and overseeing the day to day running of our client Support Team.
Robyn joined Thompson & Richardson in March 2019 and has worked within the Financial Services Industry for over eight years. Robyn passed her Diploma in Regulated Financial Planning in 2018. Outside work Robyn enjoys cooking, baking and spending time with her family.
Hayley has worked in Accounts since 2013, and acquired her MAAT qualification in Accounting in 2015. Now with Thompson & Richardson, she looks forward to developing her career further. In her spare time she enjoys watching Football and Ice Hockey.
Rachel is a psychology graduate who has previously worked in Human Resources, before moving to Financial Services. She joined T&R in May 2016 and is looking forward to developing her career further. In her spare time she enjoys travelling and cooking Thai food.
Adam joined Thompson & Richardson in January 2020 and has over seven years experience working in the Financial Planning industry. He achieved his Diploma in Regulated Financial Planning in 2018 and plans to continue taking exams to build on this qualification. He looks forward to developing his career further with Thompson & Richardson. Outside work Adam enjoys staying active and socialising with friends.
Mortgage Client Manager
Mia joined Thompson & Richardson in June 2019 and has previous experience in administration, estate agency and customer service. Mia is a passionate hard worker and is looking forward to her future within T&R and furthering her career. In Mia’s spare time she enjoys travelling, staying active and socialising with friends and family.
Client Manager Support
Alison has worked in Financial Services for 14 years, and came to Thompson and Richardson in January 2012 after a career break. Her private life is spent mainly with her two young children. Her other interests include history and reading.
Client Manager Support
Zoe joined Thompson & Richardson in June 2019 with a history of customer service and administration roles. Zoe is an aspirational person and is looking forward to progressing and developing within the company. In Zoe’s spare time she enjoys visiting family and friends and getting out and staying active.