After completing his exile period in Milton Keynes, Tom joined PMN in September 2013.
His short term ambition was to secure all necessary professional qualifications, whilst at the same time, learning as much as possible from the PMN management team.
He is a now a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Tom had originally graduated from Manchester University with a 2:1 BSc (Hons) in Business Management.
Tom works closely with the partners and their clients to enhance the service levels. He is also part of PMN’s trading team that monitors and reviews individual client investment portfolios. Tom has now taken an increasing role in advising his own clients.
Sport has always played a key part in Tom’s life. Having played football, hockey, tennis and golf from a young age, he continues this in various forms with varying degrees of success! Tom also follows in his father’s footsteps and supports Tottenham Hotspur.
2011-2013 Sales Executive at McCue Corporation
2013 – Independent Financial Adviser for PMN Financial Management
Chartered Financial Planner – From December 2016
Fellow of the Personal Finance Society – From May 2017
LP2 (Financial Services Products & Solutions)
CF8 (Long Term Care Insurance)
RO1 (Financial Services, Regulation & Ethics)
RO2 (Investment Principles & Risk)
RO3 (Personal Taxation)
RO4 (Pensions & Retirement Planning)
RO5 (Financial Protection)
RO6 (Financial Planning Practice)
J10 (Discretionary Investment Management)
J12 (Securities Advice & Dealing)
RO8 (Pensions Update)
AF1 (Personal Tax & Planning)
AF4 (Investment Planning)
AF5 (Financial Planning Process)