Chartered Financial Planner @ (July 2024 - September 2024)
Chartered Financial Planner @ (July 2021 - July 2024)
Certified Financial Planner @ (October 2020 - July 2021)
Associate Financial Planner @ (August 2019 - October 2020)
Assistant Financial Planner @ (February 2018 - August 2019)
Trainee Financial Planner @ (August 2016 - February 2018)
Financial Controller @ Morgan Stanley (June 2014 - July 2015)
Tom Smart Education
University of Exeter
Bachelor of Science (BSc) Honours (Economics and Finance)
2012-2016
Berkhamsted School 1999-2012
Chartered Insurance Institute
(Financial Planning and Services)
2016
Tom Smart Summary
Tom Smart, based in London, GB, is currently a Chartered Financial Planner at Heronsgate Capital. Tom Smart brings experience from previous roles at Rathbones Group Plc and Saunderson House. Tom Smart holds a 2012 - 2016 Bachelor of Science (BSc) Honours in Economics and Finance @ University of Exeter. Tom Smart has 1 emails and 1 mobile phone numbers on RocketReach.
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