Tom Weston Cemap Dipfa® Email & Phone Number
Who is Tom Weston Cemap Dipfa®? Overview
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Tom Weston Cemap Dipfa® is listed as Associate Adviser at Schroders Personal Wealth at Schroders Personal Wealth, a 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.
Email format at Schroders Personal Wealth
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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.
Tom Weston Cemap Dipfa®'s current company
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Tom Weston Cemap Dipfa® work experience
A career timeline built from the work history available for this profile.
Managing Director
Head Of Paraplanning
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.
Paraplanner (Promoted To Head Of Paraplanning)
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 Diploma through the LIBF.
Contact Centre Administrator
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 regulations placed upon us.
Colleagues at Schroders Personal Wealth
Other employees you can reach at spw.com. View company contacts for 624 employees →
Rosalyn Haynes
Colleague at Schroders Personal WealthWorcestershire, England, United Kingdom
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Stephen Wood
Colleague at Schroders Personal WealthLeeds, England, United Kingdom
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JS
Jayashree Shetty
Colleague at Schroders Personal WealthYork, England, United Kingdom
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JM
Jacquie Marley
Colleague at Schroders Personal WealthPortsmouth, England, United Kingdom
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DH
David Hoyle Fpfs Fcii Chartered Financial Planner
Colleague at Schroders Personal WealthGreater Ipswich Area, United Kingdom
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CB
Chris Barnes
Colleague at Schroders Personal WealthCanterbury, England, United Kingdom
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SD
Simon Davolls Dippfs
Colleague at Schroders Personal WealthBristol, England, United Kingdom
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MM
Melissa Manca
Colleague at Schroders Personal WealthGreater Edinburgh Area, United Kingdom
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DA
Daniel Amesbury Dipfa
Colleague at Schroders Personal WealthLondon, England, United Kingdom
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AH
Andrew H.
Colleague at Schroders Personal WealthLondon, England, United Kingdom
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Tom Weston Cemap Dipfa® education
Level 6 Diploma In Financial Advice (Adv Dipfa) - Managing Investments
Certificate In Mortgage Advice And Practise (Cemap)
Level 4 Diploma, Financial Planning And Services, Libf Level 4 Diploma For Financial Advisers
Bachelor'S Degree, Philosophy, Upper Second Class Honours
A Levels, Philosophy & Ethics, Theatre Studies, General Studies, Physics
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 Rosalyn Haynes, Stephen Wood, Jayashree Shetty, Jacquie Marley, and David Hoyle Fpfs Fcii Chartered Financial Planner.
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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