Tom joined the company in March 2020 as Adviser Services Executive. In 2022, Tom became the Business Development Manager for the adviser channel, covering London and the South West.
He is responsible for creating new business opportunities through relationships with professional financial advisers.
Tom is also responsible for dealing with client enquiries, coordinating and distributing marketing material and organising events for the team. He graduated in July 2018 from the University of Leeds with a degree in BSc Economics and started his career as an Account Manager at Funding Circle.
He holds the Investment Management Certificate and passed his CFA Level 1.
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