Tom Wheatley Email
Financial Planning Manager @ Shackleton - Britain’s financial adviser
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Tom Wheatley Location
- Chester, GB
Tom Wheatley Work
- 2023 -now Financial Planning Manager @
- 2022 -2023 Financial Planning Supervisor @
- 2020 -2023 Chartered Financial Planner @
- 2018 -2020 Financial Planner @
- 2018 -2019 Paraplanner @
- 2017 -2018 Assistant Paraplanner @
- 2016 -2017 Personal Client Assistant @
- 2015 -2016 Regulatory Reporting Administrator @
- 2014 -2014 Office Manager Assistant @
- 2013 -2013 Market Researcher @
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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