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Tom Powell BA (Hons) DipPFS Cert CII (MP & ER)

Independent Financial Adviser

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.

Qualifications

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

Chartered Financial Planners
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