After working as a mortgage adviser for the last 10 years for a couple of the UK’s biggest high street banks, Tom now aims to establish himself by providing advice on all aspects of finance.
Qualifications
Diploma in Regulated Financial Planning
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
Certificate in Mortgage Advice
Module 1 - UK Financial Regulation
Module 2 - Mortgages
Module 3 - Assessment of Mortgage Advice Knowledge