Tom Weston Cemap Dipfa®
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Tom Weston Cemap Dipfa® Email & Phone Number

Associate Adviser at Schroders Personal Wealth at Schroders Personal Wealth
Location: City Of Peterborough, England, United Kingdom 5 work roles 5 schools
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Current company
Schroders Personal Wealth
Role
Associate Adviser at Schroders Personal Wealth
Location
City Of Peterborough, England, United Kingdom
Company size
624 employees

Who is Tom Weston Cemap Dipfa®? Overview

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Quick answer

Tom Weston Cemap Dipfa® is listed as Associate Adviser at Schroders Personal Wealth at Schroders Personal Wealth, a company with 624 employees, based in City Of Peterborough, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Tom Weston Cemap Dipfa®.

Tom Weston Cemap Dipfa® previously worked as Associate Adviser at Schroders Personal Wealth and Managing Director at Focus Financial Resources Ltd. Tom Weston Cemap Dipfa® holds Level 6 Diploma In Financial Advice (Adv Dipfa) - Managing Investments from The London Institute Of Banking & Finance.

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Schroders Personal Wealth

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Profile bio

About Tom Weston Cemap Dipfa®

I have over 6 years experience working in Financial Services focusing on roles within the Advice world. Following years working as a Paraplanner I have now made the jump into an advice role. I achieved my Diploma in Financial Advice in 2017, my Certificate in Mortgage advice and practise in 2019 and began my Level 6 studies later that year with a view to reach Chartered Status.

Current workplace

Tom Weston Cemap Dipfa®'s current company

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Schroders Personal Wealth
Schroders Personal Wealth
Associate Adviser at Schroders Personal Wealth
london, greater london, united kingdom
Website
spw.com
Employees
624
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5 roles

Tom Weston Cemap Dipfa® work experience

A career timeline built from the work history available for this profile.

Managing Director

Focus Financial Resources Ltd

Peterborough, United Kingdom

Dec 2019 - May 2021

Head Of Paraplanning

Better Retirement Group Limited

Peterborough, United Kingdom

I had been working as the head of the paraplanning team within a small office who provide support to our team of advisers. My duties involved overseeing the work of the paraplanners and onboarding new additions to the team while also handling my own cases and ensuring my workload is handled in line with our service levels.

Aug 2018 - Dec 2019

Paraplanner (Promoted To Head Of Paraplanning)

Eadon & King Llp

Peterborough, United Kingdom

While working for Eadon & King I was also responsible for overseeing the day to day operations of the paraplanning team much akin to my current duties. I ensured that work was carried out in line with set service standards and our clients were updated regularly with the progress of their case. It was while working at Eadon & King that I gained my Level 4.

Feb 2017 - Aug 2018

Contact Centre Administrator

Blackrock

Peterborough, United Kingdom

While working for BlackRock I was responsible for taking inbound calls on their contact centre which dealt with the administration of BlackRock’s Defined Contribution pension book. Call types ranged from death notification to complex retirement requests and I ensured all clients were dealt with in a timely and friendly manner while adhering to the various.

Feb 2016 - Feb 2017
Team & coworkers

Colleagues at Schroders Personal Wealth

Other employees you can reach at spw.com. View company contacts for 624 employees →

WK Wayne Knight Wayne Knight Colleague at Schroders Personal Wealth Greater Northampton Area, United Kingdom, United Kingdom View → CB Claire Block Llb Hons, Fpfs, Step Affiliate Solicitor (Non Practicing), Aca, Cta, Bfp Claire Block Llb Hons, Fpfs, Step Affiliate Solicitor (Non Practicing), Aca, Cta, Bfp Colleague at Schroders Personal Wealth Penarth, Wales, United Kingdom, United Kingdom View → BD Bianca Dowling Bianca Dowling Colleague at Schroders Personal Wealth Greater Bournemouth Area, United Kingdom View → EH Eleanor Hayward Eleanor Hayward Colleague at Schroders Personal Wealth London, England, United Kingdom, United Kingdom View → DK Daljeet Kundi-Sanger Daljeet Kundi-Sanger Colleague at Schroders Personal Wealth Greater London, England, United Kingdom, United Kingdom View → AE Adam Eaton Fcmgr Dippfs Adam Eaton Fcmgr Dippfs Colleague at Schroders Personal Wealth United Kingdom, United Kingdom View → RH Rob Hart Rob Hart Colleague at Schroders Personal Wealth Ilkeston, England, United Kingdom, United Kingdom View → PC Pam Charles Pam Charles Colleague at Schroders Personal Wealth Lymington, England, United Kingdom, United Kingdom View → JD Joshua Duffield-Harding Joshua Duffield-Harding Colleague at Schroders Personal Wealth Leeds, England, United Kingdom, United Kingdom View → MS Mark Shimmin Mark Shimmin Colleague at Schroders Personal Wealth St Helens, England, United Kingdom, United Kingdom View →
5 education records

Tom Weston Cemap Dipfa® education

Bachelor'S Degree, Philosophy, Upper Second Class Honours

The University Of Kent

A Levels, Philosophy & Ethics, Theatre Studies, General Studies, Physics

The Deepings School (Sixth Form)
FAQ

Frequently asked questions about Tom Weston Cemap Dipfa®

Quick answers generated from the profile data available on this page.

What company does Tom Weston Cemap Dipfa® work for?

Tom Weston Cemap Dipfa® works for Schroders Personal Wealth.

What is Tom Weston Cemap Dipfa®'s role at Schroders Personal Wealth?

Tom Weston Cemap Dipfa® is listed as Associate Adviser at Schroders Personal Wealth at Schroders Personal Wealth.

Where is Tom Weston Cemap Dipfa® based?

Tom Weston Cemap Dipfa® is based in City Of Peterborough, England, United Kingdom while working with Schroders Personal Wealth.

What companies has Tom Weston Cemap Dipfa® worked for?

Tom Weston Cemap Dipfa® has worked for Schroders Personal Wealth, Focus Financial Resources Ltd, Better Retirement Group Limited, Eadon & King Llp, and Blackrock.

Who are Tom Weston Cemap Dipfa®'s colleagues at Schroders Personal Wealth?

Tom Weston Cemap Dipfa®'s colleagues at Schroders Personal Wealth include Wayne Knight, Claire Block Llb Hons, Fpfs, Step Affiliate Solicitor (Non Practicing), Aca, Cta, Bfp, Bianca Dowling, Eleanor Hayward, and Daljeet Kundi-Sanger.

How can I contact Tom Weston Cemap Dipfa®?

You can use AeroLeads to view verified contact signals for Tom Weston Cemap Dipfa® at Schroders Personal Wealth, including work email, phone, and LinkedIn data when available.

What schools did Tom Weston Cemap Dipfa® attend?

Tom Weston Cemap Dipfa® holds Level 6 Diploma In Financial Advice (Adv Dipfa) - Managing Investments from The London Institute Of Banking & Finance.

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