Tom O'Brien Email & Phone Number
Chartered Financial Planner, Head of Advice @ FD Wealth Ltd
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Tom O'Brien Location
- Strathaven, GB
Tom O'Brien Work
- Chartered Financial Planner, Head of Advice @ (January 2025 - Present)
- Chartered Financial Planner (Divisional Director) @ (January 2022 - November 2024)
- Chartered Financial Planner (Assistant Director) @ (January 2019 - January 2022)
- Financial Planner @ (October 2011 - August 2018)
- Paraplanner @ (May 2010 - October 2011)
- Personal Assistant @ (May 2008 - May 2010)
Tom O'Brien Education
- Leeds Beckett University
Business and Information Management (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
2005-2008 - Queen Elizabeth School, Kirkby Lonsdale
GCSE (A-Level, French Studies)
1998-2005
Tom O'Brien Summary
- Tom O'Brien, based in Strathaven, GB, is currently a Chartered Financial Planner, Head of Advice at FD Wealth Ltd. Tom O'Brien brings experience from previous roles at RBC Brewin Dolphin and Close Brothers Asset Management. Tom O'Brien holds a 2005 - 2008 Business and Information Management in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ Leeds Beckett University. Tom O'Brien has 1 emails and 1 mobile phone numbers on RocketReach.
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