“You get people who are good with data, others who are good with systems and processes and those who are good with people. Rarely do you find an individual who excels in all of these areas, but Thomas is one of those people. Every business needs a Thomas, and I would recommend him without hesitation.”
rob hawkins – business development consultant
“Thomas is loyal, hardworking and importantly does what he says he’ll do! I trust him, I have personally benefitted from working with him and with skill and aptitude he creates change and impact through systems and people. His unique ability is that he actually does the work – he is able to build what’s required and then execute effectively! Surprisingly few I have observed are able to do this. I have absolutely no reservation in recommending Thomas to anyone who is serious about their business – its people, process, proposition and profitability!”
DAVID PENNEY – ex ceo – penney financial partners
“I would highly recommend Thomas as a financial services business consultant. Unlike other consultants who merely point out issues, Thomas takes a hands-on approach, actively collaborating with your team to improve processes and solve problems.
His expertise in Consumer Duty understanding and assessments is impressive, ensuring compliance and fostering a deeper understanding of customer responsibilities.
Thomas’s proficiency in utilising back-office CRM systems has been a game-changer, helping us streamline operations and achieve positive client outcomes.
He understands the importance of efficiency and data management in driving profitability, and his risk management strategies have proven effective in safeguarding our business.
Additionally, Thomas invests in developing the skills and effectiveness of our team members, contributing to a more capable and cohesive workforce.
Overall, Thomas brings practical solutions and valuable insights to the table, making him a valuable asset for any financial services business seeking to improve and grow.”
PHILIP STEPP – FOUNDER / OWNER – WILLIAM JAMES FINANCIAL SERVICES
Thomas is a real asset to any business or organisation he is part of. I have personally grown in confidence due to his coaching as regards to systems and his excellent management style. His good-willed nature and passion to succeed together is testament to his personable character and brilliant business mind. Somebody once said to me that every business needs a Thomas, and I wholeheartedly agree.
Fenella phillips – william james financial services
We have been so proud to have someone like Thomas in our business. His excellent work ethic, great attitude and attention to detail are exemplary and an inspiration to all, resulting in a higher standard of work all around. His ability to break down the complex into easily digestible pieces is a great skill. Thomas would be a tremendous asset to any business or venture that he chooses to pursue.”
nina sahota – penney financial partners
“I have worked with Thomas Kelly for a number of years now and admire the way that he has developed as a leader of change as his successful career has progressed. Thomas is a very likeable person – a very important characteristic in a change environment. He has highly tuned listening skills, an ability to ask the right questions in a constructive and collaborative way to get to the heart of the key issues – be they strategic and/or operational in nature – a rare skill. Thomas makes change a learning experience as well as an outcome for all stakeholders at every level. His approach is inclusive and appropriately challenging – his standards are high. Change is not easy for everyone and leaders need to appreciate the range of skills needed in a large spectrum of circumstances to successfully deliver the outcomes needed. I have seen Thomas demonstrate that he can do that.”
GRAHAM KING – BUSINESS GROWTH ADVIser
G K STRATEGIC CONSULTING
“Thomas is personable, articulates concepts in a simple and concise manner and nothing is ever too much trouble, he is also very witty. I have enjoyed every minute of working with Thomas, he is a natural coach, mentor and supporter and I wouldn’t want anyone better in my corner supporting me.
As one of the most structured and methodical people I know, Thomas loves a spreadsheet! His knowledge on technology systems, general data organising, and security is immense. He monitors risk and finds gaps in processes, he is a problem solver by nature, and he loves to plug a gap, ensuring tasks are completed fully, in an organised fashion and in the interest of saving the team time.
He tries to implement new ideas to make the business more efficient, profitable, and systematic. If I ever start my own business, Thomas would be my go-to, he will attempt to help with anything and if he cannot personally solve something he knows where to turn to find the answer, an absolute asset and great gentleman.”
becky furber – financial consultant