Tom Dipple

Adviser

Chartered Financial Planner FPFS

Financial Planner Chartered

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 has been responsible for his own clients, whilst continuing to work in tandem with the partners and a number of their 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.

Career

2011-2013 Sales Executive at McCue Corporation
2013 – Independent Financial Adviser for PMN Financial Management

Qualifications

Chartered Financial Planner – From December 2016
Fellow of the Personal Finance Society – From May 2017

Certificate in Financial Services

LP2 (Financial Services Products & Solutions)
CF8 (Long Term Care Insurance)

Diploma in Financial Planning

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)
JO2 (Trusts)
RO8 (Pensions Update)

Advanced Diploma in Financial Planning

AF1 (Personal Tax & Planning)
AF4 (Investment Planning)
AF5 (Financial Planning Process)