Tom Ham

Tom Ham Email and Phone Number

CEO of Calton Group & Director at Gameplan Wealth @ Calton Wealth Management
Tom Ham's Location
United Kingdom, United Kingdom
Tom Ham's Contact Details

Tom Ham personal email

n/a
About Tom Ham

Obsessed with building client focused, technology driven advice businesses to empower as many people as possible to lead the life they want to live.

Tom Ham's Current Company Details
Calton Wealth Management

Calton Wealth Management

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CEO of Calton Group & Director at Gameplan Wealth
Tom Ham Work Experience Details
  • Calton Wealth Management
    Chief Executive Officer
    Calton Wealth Management Jun 2023 - Present
    CEO of Calton Group
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  • Calton Wealth Management
    Founder & Director
    Calton Wealth Management Feb 2021 - Jun 2023
    Founder and Managing Director at CWM. A whole of market Wealth Management and Financial Planning firm. We use technology to assist in our passion for helping clients plan for the life they want to live.
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  • Gameplan Wealth
    Director
    Gameplan Wealth Mar 2021 - Present
    Us
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  • British Army
    Light Cavalry Soldier (Reserve)
    British Army Feb 2014 - Present
    Andover, Hampshire, Gb
    Reconnaissance soldier with E Sqn SNIY.RWMIK crewman.
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  • Aberdein Considine
    Independent Financial Adviser
    Aberdein Considine Jun 2015 - Dec 2020
    Aberdeen, Scotland, Gb
    Holistic financial planner, helping to take the fear and apprehension away from dealing with finances. Specialising in retirement planning and investment management, I offer a straight forward jargon free and friendly approach - dealing with money needn't be daunting. In addition to advising private clients I am part of our in house Investment Committee which conducts both initial and ongoing due diligence on the firm's investment proposition, as well as client facing tools such as cash flow modelling software etc.
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  • Wealth At Work
    Wealth Manager
    Wealth At Work Jun 2014 - Jun 2015
    Liverpool, Merseyside, Gb
    Providing strategic asset allocation & investment advice to private individuals in relation to the fee-based Discretionary Managed Portfolio Services of WEALTH at work.
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  • Abertay Financial Services
    Financial Advisor
    Abertay Financial Services Oct 2013 - Jun 2014
    Offering holistic fee-based financial planning.Specialising in cash-flow forecasting, investment & retirement planning, culminating in retirement income solutions.
  • Walters & Shek
    Financial Planner
    Walters & Shek Jun 2010 - Sep 2013
    Acting as paraplanner and trainee advisor providing whole of market financial advice to new and existing clients. Main responsibilities included:Identifying client needs and priorities,Researching protection, investment, pension, retirement income and estate planning solutions,Report writing for individual and corporate business,Ensuring compliance with FSA (latterly FCA) standards,Developing an online ETF comparison service, filtering tools, and model portfolios,Preparing the firm's post Retail Distribution review proposition.
  • British Sledge Hockey Association
    Head Coach, Senior National Team
    British Sledge Hockey Association Dec 2008 - Sep 2010
  • Pkf (Uk) Llp
    Client Technical Administrator
    Pkf (Uk) Llp Mar 2005 - Mar 2006
  • Axa Equitable
    Pension Administrator
    Axa Equitable Apr 2004 - Mar 2005
    New York, Ny, Us
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Tom Ham Skills

Retirement Planning Financial Advisory Personal Financial Planning Etfs Inheritance Tax Planning Investment Advisory Holistic Financial Planning Personal Pensions Individual Pension Plans Sales Networking Income Protection Report Writing Investments Personal Protection Pensions Financial Planning

Tom Ham Education Details

  • Chartered Insurance Institute
    Chartered Insurance Institute
    Ceritificate In Discretionary Investment Management - Certpfs (Dm)
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Certificate In Securities Advice And Dealing - Certpfs (Securities)
  • Chartered Insurance Institute
    Chartered Insurance Institute
    Diploma In Regulated Financial Planning - Dippfs

Frequently Asked Questions about Tom Ham

What company does Tom Ham work for?

Tom Ham works for Calton Wealth Management

What is Tom Ham's role at the current company?

Tom Ham's current role is CEO of Calton Group & Director at Gameplan Wealth.

What is Tom Ham's email address?

Tom Ham's email address is to****@****k.co.uk

What schools did Tom Ham attend?

Tom Ham attended Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute.

What are some of Tom Ham's interests?

Tom Ham has interest in Aviation, Climbing, Golf, Ice Hockey, Hill Walking.

What skills is Tom Ham known for?

Tom Ham has skills like Retirement Planning, Financial Advisory, Personal Financial Planning, Etfs, Inheritance Tax Planning, Investment Advisory, Holistic Financial Planning, Personal Pensions, Individual Pension Plans, Sales, Networking, Income Protection.

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