Thomas Francis Location
Manchester, GB
Thomas Francis Work
- 2025 - now Head of Personal Finance @ Octopus Money
- 2022 - 2025 Head of Digital Advice (Director) @ Octopus Money
- 2022 - 2023 Senior Wealth Manager and Financial Planner (VP) @ Nutmeg
- 2018 - 2022 Senior Investment Adviser @ Wealthsimple
- 2016 - 2018 Chartered Financial Planner @ Ascot Wealth Management
- 2014 - 2015 Credit and Risk Analyst @ GE Capital
Thomas Francis Education
- Chartered Insurance Institute
Chartered Financial Planner (Chartered Financial Planner)
- Chartered Insurance Institute
Advanced Diploma in Financial Planning
- Chartered Insurance Institute
Diploma in Regulated Financial Planning (DipPFS)
- Chartered Insurance Institute
Certificate in Discretionary Investment Management (Investments and Securities)
- Chartered Insurance Institute
Certificate in Securities Advice and Dealing (Investments and Securities)
- University of the West of England
Bachelor’s Degree (Banking and Finance)
Thomas Francis Skills
- Microsoft Office
- Teamwork
- Management
- Banking
- Financial Risk
- Asset Management
- Risk Management
- Credit Risk
- Relationship Management
- Credit
Thomas Francis Summary
Thomas Francis, based in Manchester, GB, is currently a Head of Personal Finance at Octopus Money. Thomas Francis brings experience from previous roles at Octopus Money, Nutmeg, Wealthsimple and Ascot Wealth Management. Thomas Francis holds a Chartered Financial Planner in Chartered Financial Planner @ Chartered Insurance Institute. With a robust skill set that includes Microsoft Office, Teamwork, Management, Banking, Financial Risk and more. Thomas Francis has 1 emails and 1 mobile phone numbers on RocketReach.
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