Tom McCullagh DipPFS Cert CII (MP ER)

Tom McCullagh DipPFS Cert CII (MP ER)

Agent

Followers of Tom McCullagh DipPFS Cert CII (MP ER)2000 followers
location of Tom McCullagh DipPFS Cert CII (MP ER)Welford, England, United Kingdom

Connect with Tom McCullagh DipPFS Cert CII (MP ER) to Send Message

Connect

Connect with Tom McCullagh DipPFS Cert CII (MP ER) to Send Message

Connect
  • Timeline

  • About me

    Independent Financial Advisor

  • Education

    • Tresham college

      1979 - 1981
    • Westfield

      1973 - 1979
  • Experience

    • Pearl Assurance PLC

      Jun 1985 - Oct 2002
      Agent
    • CIS Insurance

      Aug 2003 - Dec 2005
      Financial Adviser

      Financial Advice

    • Positive Solutions

      Dec 2005 - Feb 2021
      Financial Adviser at Positive Solutions

      I offer Financial Advice acting on your behalf to provide financial advice, and whole of market mortgage advice. I have been in Financial Services for 30 years now and believe that customer service is very important.I will visit customers either at their home or their office at a convenient time for them to discuss their requirements whether it’s for :- Pension Sharing Order advice through divorce- Mortgage/ Remortgage,- Equity Release,- Life cover, - Income protection,- Critical illness, - Pension or Investment advice.- Business Protection and Keyman cover.- Auto enrolment- Financial reviewsI offer a no cost initial meeting to review your finances and policies to see if I can help you.The value of pensions and investments can fall as well as rise. You may get back less than you invested.Your home may be repossessed if you do not keep up repayments on your mortgage.email- tommccullagh@thinkpositive.co.ukcontact me on 01858 575121mobile 07880963016http://www.tommccullaghfinancialservices.co.ukPositive Solutions is a trading style of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct Authority. Show less

    • Tom McCullagh Financial Services

      Feb 2021 - Jan 2023
      Independent Financial Advisor

      I am an Independent Financial Advisor trading as Tom McCullagh Financial Services which is a trading name of LJ Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority.

    • Arcus Wealth

      Nov 2022 - now
      Independent Financial Advisor
  • Licenses & Certifications

    • DipPFS,Cert CII (MP & ER)

      Chartered Insurance Institute
  • Volunteer Experience

    • Councillor

      Issued by Welford Parish Council
      Welford Parish CouncilAssociated with Tom McCullagh DipPFS Cert CII (MP ER)
    • Puppy Walker

      Issued by The Guide Dogs for the Blind Association on May 2008
      The Guide Dogs for the Blind AssociationAssociated with Tom McCullagh DipPFS Cert CII (MP ER)
    • Fundraiser and Puppy walker

      Issued by The Guide Dogs for the Blind Association on Aug 2009
      The Guide Dogs for the Blind AssociationAssociated with Tom McCullagh DipPFS Cert CII (MP ER)