Thelma Small

Thelma Small

Thelma joined Panthera Wealth in March 2016 to support Paul in the new office and is responsible for the administration roles within the company.  She is in the office Monday to Thursday and will usually be the first point of contact for clients.

She has a wide experience in a secretarial, administrative, customer service role in areas including Conveyancing, Manufacturing, Accountancy and Estate Agency.

Thelma lives in Waterlooville with her husband and in her free time enjoys a variety of hobbies including travel, walking, gardening and accepts commissions for bespoke celebration cakes having gained her qualification in cake decorating.

The plan has enabled us to identify key times where our finances will impact on our lifestyle and as it is a live plan we can see where we can make changes in time to ensure we meet our long term objectives.