01633 897 897 info@nicheifa.co.uk
Niche Chartered Financial Planners

Tom Roberts CertPFS Cert CII (MP)
Mortgage Adviser & Senior Paraplanner

Tom joined Niche in September 2007 as a paraplanner, and now holds the Certificate in Financial Planning. He is the Senior Paraplanner and oversees our team of paraplanners, and provides support for our advisers. He liases with clients on a regular basis to ensure that their needs are met throughout the advice giving process.

As well as this, Tom is also a qualified Mortgage Adviser and provides mortgage and insurance advice to clients.

Tom also ensures the smooth running of the office to maintain the high quality and efficient service that Niche provides.

Qualifications

Certificate in Financial Planning

Certificate in Mortgage Advice

CF1 - UK financial services, regulation and ethics

CF2 - Investment and Risk

CF3 - Financial Protection

CF4 - Retirement Planning

CF5 - Integrated financial planning

CF6 - Mortgage Advice

R04 - Pensions and Retirement Planning

 


Contact Tom



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