Tom Planner Email

Chartered Financial Planner @ rockwealth

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Tom Planner Location

Cambridge, GB

Tom Planner Work

2024 - now Chartered Financial Planner @ rockwealth
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2023 - 2024 Financial Planner @ rockwealth
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2022 - 2023 Associate Financial Planner @ rockwealth
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2020 - 2024 Founder @ Mantaro Money blog
2021 - 2022 Aspiring Financial Planner @ GRANITE COAST LTD
2019 - 2021 Investment Helpdesk Consultant @ Hargreaves Lansdown
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2017 - 2019 Co-Founder @ Fresh Eats Bristol
2015 - 2017 Account Executive @ Softcat plc
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2014 - 2014 Credit Control Manager @ Foodies Festivals

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Tom Planner Education

Chartered Insurance Institute
Advanced Diploma In Financial Planning (Financial Planning)
2019 - 2024
Chartered Insurance Institute
Diploma in Regulated Financial Planning (Financial Planning and Services)
2020 - 2022
Edinburgh Napier University
Bachelor’s Degree (Business Management)
2011 - 2015

Tom Planner Summary

Tom Planner, based in Cambridge, GB, is currently a Chartered Financial Planner at rockwealth. Tom Planner brings experience from previous roles at rockwealth, Mantaro Money blog and GRANITE COAST LTD. Tom Planner holds a 2019 - 2024 Advanced Diploma In Financial Planning in Financial Planning @ Chartered Insurance Institute.

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