Tom Planner Email
Senior Financial Planner @ Amber River Leodis Wealth
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Tom Planner Location
- Wakefield, GB
Tom Planner Work
- 2025 -now Senior Financial Planner @
- 2023 -2025 Chartered Financial Planner @
- 2020 -2023 Personal Wealth Adviser @
- 2019 -2020 Client Director @
- 2018 -2019 Senior Associate Director @
- 2018 -2018 Associate Director @
- 2017 -2018 Assistant Financial Planner @
- 2015 -2017 Trainee Financial Planner @
- 2014 -2014 Summer Intern @
- 2013 -2013 Spring Intern @
Tom Planner Education
- Durham University
Bachelors (Economics)
2011-2015 - Loughborough Grammar School 2006-2011
Tom Planner Summary
- Tom Planner, based in Wakefield, GB, is currently a Senior Financial Planner at Amber River Leodis Wealth. Tom Planner brings experience from previous roles at Azets Wealth Management, Schroders Personal Wealth and Cantab Asset Management. Tom Planner holds a 2011 - 2015 Bachelors in Economics @ Durham University. Tom Planner has 1 emails on RocketReach.
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