Meet the Team

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Thomas is a highly qualified Paraplanner with Chartered Financial Planner status – one of the most prestigious accolades in the financial advice profession. With over 10 years of experience in the financial services industry, he brings a wealth of knowledge and insight to his role. Thomas supports clients by working closely with the Advisory team to build robust, tailored strategies that align with their personal goals and circumstances. His analytical skills and meticulous attention to detail ensure every recommendation is grounded in thorough research, sound reasoning, and up-to-date financial insights.

Beyond his technical expertise, Thomas holds key managerial responsibilities within 75point3, where he helps lead and develop the paraplanning team. He also contributes to the firm’s broader strategic direction through his involvement in various internal committees, including the Investment Committee. In this role, Thomas plays a vital part in shaping and reviewing the firm’s investment approach, ensuring it remains aligned with market trends, client objectives, and regulatory expectations. Whether clients are planning for retirement, investing for the future, or seeking to protect their wealth, they can be confident that Thomas’s experience, expertise, and leadership are central to the advice they receive.

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Chloe Evans, Compliance Assistant based in 75point3’s St Asaph. Chloe is originally from North Wales and joined 75point3 in January 2021 after graduating with a BA (Hons) from Leeds Beckett University.

Driven by a passion for maintaining regulatory integrity and risk management Chloe is an integral part of the compliance team, overseeing all aspects of compliance and training and competency at 75point3. Chloe is working towards attaining the CII Diploma in Regulated Financial Planning, showcasing her commitment to continuous learning and growth.

Chloe is bilingual communication in both Welsh and English.

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Carole Evans joined 75point3 in February 2007, bringing with her 22 years of experience at Halifax in the financial services industry. With an extensive background in banking and mortgage administration, she plays a key role in supporting Mark and other Mortgage Advisers, as well as working closely with the administration team to ensure smooth day-to-day operations.

Her role involves handling client documentation, liaising with lenders, and ensuring compliance with industry regulations, all while maintaining the high standards of customer service.

With a wealth of experience under her belt, Carole has her sights set on retirement in the future, but for now, she continues to be an invaluable member of the team.

Outside of work, Carole has a passion for travel, skiing, and keeping fit, always looking for new adventures to enjoy.

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Jade Hughes joined 75point3 in December 2023 as a Financial Services Assistant, providing support to the IFA's and New Business Team. Despite entering with no prior financial industry experience, Jade is eager to learn and is currently working her way toward completing exams as she aims to progress to become a financial adviser in the future.

Outside of work, Jade stays active through exercise, running, and indulges in her passion for travel. She also treasures spending quality time with loved ones and her dogs.

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Delyth Morris joined 75point3 in 2006, bringing with her valuable experience from her time at the Halifax Agency and Principality. As a Financial Services Assistant, she supports Sandra Davies, ensuring smooth administrative processes and excellent client service.

Delyth holds a Diploma in Customer Services and continues to bring dedication and expertise to her role.

Outside of work, Delyth enjoys hiking and training, staying active and embracing the outdoors.

Welsh is her first language, and she is always happy to help—whether in Welsh or English.

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