Tom Roberts

Tom Roberts Email and Phone Number

Compliance and HR Director @ Niche Private Clients
Newport, GB
Tom Roberts's Location
Newport, Wales, United Kingdom, United Kingdom
Tom Roberts's Contact Details

Tom Roberts work email

Tom Roberts personal email

n/a
About Tom Roberts

Compliance & HR Director for Niche Private Clients. I have built my career within the Financial Services profession and have grown our Chartered Financial Planning firm to where it is today. I have also been involved in the development and growth of an award winning FinTech company, and am actively working on further technology based projects.

Tom Roberts's Current Company Details
Niche Private Clients

Niche Private Clients

View
Compliance and HR Director
Newport, GB
Website:
nicheifa.co.uk
Employees:
16
Tom Roberts Work Experience Details
  • Niche Private Clients
    Compliance And Hr Director
    Niche Private Clients
    Newport, Gb
  • Niche Private Clients
    Compliance & Hr Director
    Niche Private Clients Sep 2016 - Present
    Newport, Wales, United Kingdom
    Niche Private Clients are a firm of Chartered Financial Planners providing independent financial advice to individuals, specialising in Private Wealth.
  • Niche Private Clients
    Financial Planner
    Niche Private Clients May 2014 - Aug 2016
  • Niche Private Clients
    Senior Paraplanner
    Niche Private Clients Sep 2010 - Apr 2014
  • Niche Private Clients
    Paraplanner
    Niche Private Clients Sep 2007 - Aug 2010
  • Zerokey
    Co-Founder & Head Of Compliance
    Zerokey Oct 2023 - Present
  • Cashcalc
    Head Of Compliance
    Cashcalc May 2014 - May 2021
  • Cardiff Young Professionals
    Co-Founder
    Cardiff Young Professionals Sep 2010 - Aug 2018
    Award winning networking network providing innovative and inspiring events across Cardiff.

Tom Roberts Skills

Pensions Investments Income Protection Financial Advisory Financial Planning Protection Financial Planners Wealth Management Savings Retirement Planning Wealth Critical Illness Insurance Finance Residential Mortgages Retirement

Tom Roberts Education Details

  • Personal Finance Society
    Personal Finance Society
  • Bassaleg School
    Bassaleg School
    High School

Frequently Asked Questions about Tom Roberts

What company does Tom Roberts work for?

Tom Roberts works for Niche Private Clients

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

Tom Roberts's current role is Compliance and HR Director.

What is Tom Roberts's email address?

Tom Roberts's email address is to****@****c.co.uk

What schools did Tom Roberts attend?

Tom Roberts attended Personal Finance Society, Bassaleg School.

What skills is Tom Roberts known for?

Tom Roberts has skills like Pensions, Investments, Income Protection, Financial Advisory, Financial Planning, Protection, Financial Planners, Wealth Management, Savings, Retirement Planning, Wealth, Critical Illness.

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