Tom Lance Email
Consultant @ Argyle Consulting Limited
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Tom Lance Location
- United Kingdom
Tom Lance Work
- 2023 -now Consultant @
- 2022 -2023 Financial Planner @
- 2020 -2022 Paraplanner @
- 2018 -2019 Financial Services Administrator @
- 2016 -2018 Trainee Financial Services Administrator @
Tom Lance Education
- Craigmount 2010-2016
- Chartered Insurance Institute
(Advanced Diploma in Regulated Financial Planning)
- Chartered Insurance Institute
(Certificate in Discretionary Investment Management)
- Chartered Insurance Institute
(Certificate in Securities Advice and Dealing)
- Chartered Insurance Institute
(AF4 - Investment Planning)
- Chartered Insurance Institute
(AF5 - Financial Planning Process)
- Chartered Insurance Institute
(AF8 - Retirement Income Planning)
- Chartered Insurance Institute
AF1 - Tax and Trust Planning (Tax and Trust planning)
- Chartered Insurance Institute
CF8 - Award in Long Term Care Insurance
Tom Lance Summary
- Tom Lance, based in United Kingdom, is currently a Consultant at Argyle Consulting Limited. Tom Lance brings experience from previous roles at Balmoral Asset Management Ltd and BALMORAL ASSET MANAGEMENT LIMITED. Tom Lance holds a 2010 - 2016 Craigmount. Tom Lance has 1 emails on RocketReach.
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Top Argyle Consulting Limited Employees
Ewan McCorkindale
Director
Glasgow, GB
Fraser Porter
Commercial Director and Head of Edinburgh
Edinburgh, Scotland, GB
Brian Savage
Director
Glasgow, GB
Matthew Smith
Director
Glasgow, GB
Kevin McCann
Financial Planning Consultant
Glasgow, GB
Tom Lance
Consultant
United Kingdom
Elspeth Quinn
Client Services Manager
Glasgow, GB
Heather M
Business Support Manager
Glasgow, GB
David Dippfs
Consultant
Larkhall, GB
Amber Whitelaw
Business Support Specialist
Edinburgh, GB
Derek Apfs
Associate Director
Glasgow, GB
Laurence McLaughlan
Trainee Consultant
Glasgow, GB
Carolyne Apfs
Compliance and Risk Manager
Edinburgh, GB
Daniel Lizzeri
Trainee Wealth Management Consultant
United Kingdom
Michael Hughes
Trainee Consultant
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