Independent Financial Advisor @ Tom McCullagh Financial Services (February 2021 - January 2023)
Financial Adviser at Positive Solutions @ Positive Solutions (December 2005 - February 2021)
Financial Adviser @ CIS Insurance (August 2003 - December 2005)
Agent @ Pearl Assurance PLC (June 1985 - October 2002)
Tom Cii Education
Tresham college 1979-1981
Westfield 1973-1979
Tom Cii Skills
Inheritance Tax Planning
Income Protection
Critical Illness
Wealth Management
Cash Flow
Pensions
High Net Worth Individuals
Fixed Annuities
Funding
Financial Services
Financial Planners
Financial Advisory
Life Insurance
Investments
Estate Planning
Small Business
Finance
Residential Mortgages
Indexed Annuities
Retirement Planning
Buy to Let mortgages
Insurance
Trusts
Wealth
Protection
Wills
Wealth Management Services
Strategic Financial Planning
Equity Release
Tax
Portfolio Management
Commercial Mortgages
Business
Asset Management
Asset Protection
Investment Advisory
Retirement
Savings
Financial Risk
Help to Buy scheme
Fixed Rate Mortgages
Personal Finance
Investment Strategies
Relationship Management
Financial Planning
Financial Analysis
Marketing
Project Planning
Tom Cii Summary
Tom Cii, based in United Kingdom, is currently a Independent Financial Advisor at Arcus Wealth. Tom Cii brings experience from previous roles at Tom McCullagh Financial Services, Positive Solutions, CIS Insurance and Pearl Assurance PLC. Tom Cii holds a 1979 - 1981 Tresham college. With a robust skill set that includes Inheritance Tax Planning, Income Protection, Critical Illness, Wealth Management, Cash Flow and more. Tom Cii has 2 emails on RocketReach.
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