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.
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