Tom Cii Email
Managing Director @ Pollock Financial Planning
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Tom Cii Location
- Edinburgh, GB
Tom Cii Work
- Managing Director @ (March 2021 - Present)
- Partner @ Prudential Financial Planning (June 2018 - March 2021)
- Financial Planning Manager @ (September 2015 - June 2018)
- Protection Advisor @ (September 2013 - September 2015)
- Financial Planning Manager @ (May 2011 - September 2013)
- Personal Financial Advisor @ (June 2005 - May 2011)
- Business Development Manager @ First Drinks Brands (June 2003 - May 2005)
- Key Account Executive @ First Drinks Brands (August 2002 - June 2003)
Tom Cii Education
- Merchiston Castle School 1988-1993
- Belmont House School 1985-1988
Tom Cii Skills
- CII Level 4 Diploma in Financial Planning
- Banking
- Retail Banking
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Private Banking
- Investments
- Financial Modeling
- Pensions
- Financial Risk
- Financial Advisory
- Financial Services
- Management
- Financial Planning
- Project Management
- Sales Management
- Accounting
- Business Development
- Finance
Tom Cii Summary
- Tom Cii, based in Edinburgh, GB, is currently a Managing Director at Pollock Financial Planning. Tom Cii brings experience from previous roles at Prudential Financial Planning and Santander UK. Tom Cii holds a 1988 - 1993 Merchiston Castle School. With a robust skill set that includes CII Level 4 Diploma in Financial Planning, Banking, Retail Banking, Wealth Management, Portfolio Management and more. Tom Cii has 1 emails on RocketReach.
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