Thomas Roberts
Financial Planner
Thomas was born and bred in Bath and now lives in a village on the outskirts.
He studied Business and Finance at college in Bath and worked in a variety of customer facing sales roles before joining Kellands at the age of 28 in 1993.
Thomas is a member of the Personal Finance Society, The Society of Mortgage Professionals and The Chartered Insurance Institute.
Outside of work, his pastimes include a passion for animals, in particular his own pet dog and cats, walking in the countryside, exploring the more remote areas of the UK, fishing, live music and tinkering with cars.
6 Rotunda Terrace
Montpellier Street,
Cheltenham GL50 1SW
Work: 01242 339045
News Feed
23/4/2025
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News & Views
April 10, 2025
As the new tax year begins, it’s time to think about investing early in an ISA.
There are two compelling reasons why you should take out an ISA sooner rather than later - to get the potential for higher returns and to save tax.
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