Tom Wheatley

Tom wheatley

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location of Tom WheatleyChester, England, United Kingdom
Followers of Tom Wheatley259 followers
  • Timeline

  • About me

    Financial Planning Manager

  • Education

    • King's school chester

      2005 - 2012
    • University of leeds

      2012 - 2015
      Bachelor of science (bsc) economics
  • Experience

    • Dsg chartered accountants

      Aug 2013 - Aug 2013
      Market researcher
    • Universal mouldings

      Jul 2014 - Sept 2014
      Office manager assistant
    • Investec wealth & investment uk

      Oct 2015 - Aug 2016
      Regulatory reporting administrator
    • Close brothers asset management

      Aug 2016 - Jul 2023
      • Financial Planning Supervisor

        Aug 2022 - Jul 2023
      • Chartered Financial Planner

        Oct 2020 - Jul 2023
      • Financial Planner

        Nov 2018 - Oct 2020
      • Paraplanner

        Feb 2018 - Jan 2019
      • Assistant Paraplanner

        Apr 2017 - Feb 2018
      • Personal Client Assistant

        Aug 2016 - Apr 2017
    • Shackleton - britain’s financial adviser

      Nov 2023 - now
      Financial planning manager
  • Licenses & Certifications

    • Level 6 advanced diploma in financial planning

      Chartered insurance institute
      Mar 2020
    • Level 4 diploma in regulated financial planning

      Chartered insurance institute
      May 2018