Meet the IFA Team

Mark Eedy Dip PFS - Managing Director

Tel: 02920 855245

Mark Eedy is Managing Director of Thomas, Carroll Independent Financial Advisers Limited. He has 28 years experience in the financial services industry and specialises in corporate pensions, protection and trustee investments. Mark is a member of the Personal Finance Society and has completed the Advanced Financial Planning Certificate and specialist Retirement Options and Pension Transfer qualifications.

Louise Eedy BCom (Hons) ACII FPFS - Director

Tel: 02920 855244

Louise Eedy is a Director of Thomas, Carroll Independent Financial Advisers Limited. She has 24 years experience in the industry and specialises in compliance and employee benefits. Louise has a degree in Commerce and has completed the Advanced Financial Planning Certificate. Louise was awarded the Fellowship of the Personal Finance Society in 2000 and is a Chartered Financial Planner.

Peter White APFS - Chartered Financial Planner

Tel: 02920 515209

Peter White is a senior consultant with Thomas, Carroll Independent Financial Advisers Limited. He has 32 years experience in the industry and specialises in corporate financial planning and advice to high net worth individuals. Peter is an Associate of the Personal Finance Society and has completed the Advanced Financial Planning Certificate. Peter is a Chartered Financial Planner.

Steve Francis BA (Hons) Dip PFS - Senior Consultant

Tel: 02920 858633

Steve joined Thomas, Carroll IFA as a senior consultant. He has 12 years experience in the industry and specialises in Corporate Financial Planning and Employee Benefits. Steve is a member of the Personal Finance Society, has completed the Diploma in Financial Planning and is a fluent welsh speaker.

Philip Dolphin - Account Manager

Tel: 02920 858606

Philip joined Thomas, Carroll in 2007 and is responsible for dealing with the administration for Mark's existing corporate and individual clients. Philip previously worked as an administrator with national IFA Opus Consulting, prior to which he worked for both Commercial Union and Scottish Equitable.

Philip brings a wealth of experience to the team and is currently studying for the Pension Administration exam.

Lisa Williams Cert PFS - Account Manager

Tel: 02920 858633

Lisa joined Thomas, Carroll in 1998 as an administrator and currently provides sales support for Peter White and Steve Francis. Lisa previously worked as a Sales Support Manager with Legal & General before leaving to start a family. Lisa holds the Certificate in Financial Planning and is a fluent welsh speaker.

Joanne Dorey Dip PFS - Paraplanner

Tel: 02920 858612

Joanne has recently joined Thomas, Carroll as a Paraplanner within the IFA team. Joanne has 28 years experience in the financial services industry and has completed the Diploma in Financial Planning. Joanne is a keen sportswoman, and enjoys playing competitive sports such as golf, squash and baseball.

Leanne Watkins - New Business Administrator

Tel: 02920 887733

Leanne went to Aberystwyth University and graduated with a Degree in Economics. Leanne joined Thomas Carroll on the 2nd August 2010 and is responsible for administering new business submissions. Leanne has over seven years experience as a pensions technician having previously worked for HSBC and NPI. Leanne is currently studying for the certificate in financial planning and aims to complete this by the end of 2012.