Tom qualified as an Independent Financial Adviser in early 2017. Having spent the preceding 12 months as a mortgage adviser, he has a considerable deal of experience advising a wide range of clients. As a Pension Transfer Specialist, he provides key retirement planning services to clients to help them get the most from their pensions and investments.
Tom joined Niche in 2015 after a successful career working in management for one of the UK’s largest blue chip companies. Before this, Tom achieved a BA (Hons) Business & Accounting degree from the University of South Wales before later embarking upon the Niche training programme. Tom is therefore well qualified to fully assess a client's financial situation and provide high quality, measured advice.
Out of the office Tom enjoys spending time with his son Oscar and is a keen fitness enthusiast.
Diploma in Regulated Financial Planning
BA in Business and Accounting
Certificate in Mortgage Advice
Pension Transfer Specialist
AF7 - Pension Transfers
R01 - Financial services, Regulation and Ethics
R02 - Investment Principles and Risk
R03 - Personal Taxation
R04 - Pensions and Retirement Planning
R05 - Financial protection
R06 - Financial Planning Practice
R08 - Pensions update
CF6 - Mortgage Advice
ER1 - Equity Release