Tom Wheatley Email
Financial Planning Manager @ Shackleton - Britain’s financial adviser
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Tom Wheatley Location
- Chester, GB
Tom Wheatley Work
- Financial Planning Manager @ (November 2023 - Present)
- Financial Planning Supervisor @ (August 2022 - July 2023)
- Chartered Financial Planner @ (October 2020 - July 2023)
- Financial Planner @ (November 2018 - October 2020)
- Paraplanner @ (February 2018 - January 2019)
- Assistant Paraplanner @ (April 2017 - February 2018)
- Personal Client Assistant @ (August 2016 - April 2017)
- Regulatory Reporting Administrator @ (October 2015 - August 2016)
- Office Manager Assistant @ (July 2014 - September 2014)
- Market Researcher @ (August 2013 - August 2013)
Tom Wheatley Education
- University of Leeds
Bachelor of Science (BSc) (Economics)
2012-2015 - King's School Chester 2005-2012
Tom Wheatley Skills
- Social Media
- Teamwork
- Communication
- Team Leadership
- Administration
- Microsoft Word
- Data Entry
- Investment Banking
- Microsoft Excel
- Time Management
- PowerPoint
- Microsoft Office
- Report Writing
- Microsoft Outlook
- Financial Analysis
- Financial Planning
- Cash Flow
- Retirement Planning
- Investments
- Project Management
Tom Wheatley Summary
- Tom Wheatley, based in Chester, GB, is currently a Financial Planning Manager at Shackleton - Britain’s financial adviser. Tom Wheatley brings experience from previous roles at Close Brothers Asset Management. Tom Wheatley holds a 2012 - 2015 Bachelor of Science (BSc) in Economics @ University of Leeds. With a robust skill set that includes Social Media, Teamwork, Communication, Team Leadership, Administration and more. Tom Wheatley has 1 emails on RocketReach.
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Top Shackleton - Britain’s financial adviser Employees
Grant Hotson
Chief Financial Officer
London, GB
Faye Farrant
Chief People Officer
London, GB
David Sollitt
Head of Technology
Sheffield, GB
John della Pietra
Head of IT
Harrogate, GB
Martin Andrew
Non Executive Director
London, GB
James Barrett
Interim Financial Controller
England, United Kingdom
John Gillies
Head of Transformation (IMAML)
Sheffield, GB
Charlie Lloyd
Head of Investments
Hove, GB
Robert Darling
Regional Director and Head of Business Delivery
Edinburgh, Scotland, GB
James Richardson
Head of Innovation
London, GB
Ben Clapham
Regional Director
United Kingdom
Howard Barnes
Group Compliance Director
United Kingdom
Martin Dippfs
Independent Financial Advisor
London, GB
Paul Feeney
Chief Executive Officer
London, GB
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