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.

Paul has helped me achieve financial security for my future by detailed planning and discussion about my financial needs for both necessary living costs and to achieve the more enjoyable things in life which are on my 'wish list'. This has meant that now I have retired I can live the lifestyle I wanted to attain, even after the early death of my husband. During the weeks following my bereavement Paul was unfailing supportive and quick to outline the impact this would have on my finances and future lifestyle and reassured me that my financial affairs were in order and on track. This removed a very big concern during a very difficult time.

A Different Way to Manage Wealth

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