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Tom Whitlock Email & Phone Number
Head of MyViewpoint
at
Clifton Asset Management Plc
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✓ Verified Jun 2026
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Current company
Role
Head of MyViewpoint
Location
Bristol, England, United Kingdom
Who is Tom Whitlock? Overview
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Quick answer
Tom Whitlock is listed as Head of MyViewpoint at Clifton Asset Management Plc, based in Bristol, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Tom Whitlock.
Tom Whitlock previously worked as Business Development Consultant at Clifton Asset Management Plc and Business Development Associate at Alternative Business Funding Uk. Tom Whitlock holds Bachelor'S Degree, Finance And Business from Bournemouth University.
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Clifton Asset Management Plc
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Profile bio
About Tom Whitlock
Financial Services and technology specialist with significant sales, marketing and communication experience. Currently focused on the project management and client experience side of things in my role as Head of MyViewpoint - Clifton and Morgan Lloyd's premier client app.
Listed skills include Management, New Business Development, Sales, Customer Service, and 16 others.
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11 roles
Tom Whitlock work experience
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Head Of Myviewpoint
Current
Oct 2022 - Present
Business Development Consultant
In my role as a Business Development Consultant at Clifton, I am a first point of contact for directors of SMEs looking to discuss the alternative funding option known as Pension-Led Funding. Pension-Led Funding is one of the largest alternative funding providers in the UK, and have successfully raised in excess of £290,000,000 for over 2,500 of our.
May 2013 - Oct 2022
Business Development Associate
As a Business Development Associate at Alternative Business Funding (within the Clifton Group), I was tasked with conversing with directors of UK SMEs who have sought non-bank funding through our platform, www.alternativebusinessfunding.co.uk. The platform is a collaborative website for business funding aimed at simplifying SME owners’ search for non-bank.
Jul 2016 - Jun 2017
Inbound Sales Call Manager
Returned to role previously vacated in 2011 on a temporary basis.
Dec 2012 - May 2013
Senior Complaints Handler
3 month contract role taken upon returning from round the world trip. Telephony based role designed to deal with backlog of complaints from system issues with Ulster Bank (RBS) systems in July 2012. Role involved investigating account activity to verify legitimacy of complaints, discussing this with the customer and negotiating compensation.
Sep 2012 - Dec 2012
Inbound Sales Call Manager
Target driven sales and customer service role for the largest supplier of whole of life insurance in the UK. Telephony based role with focus around establishing and meeting client needs through appropriate measures, aiming to leave a lasting impression upon the customer in every instance - striving for customer satisfaction whilst ensuring regulatory.
Mar 2011 - Nov 2011
Trainee Manager
Assisting with the running of a busy and dynamic retail betting operation, managing multiple tasks and staff to ensure smooth running of the store. Responsible for dealing with customer complaints in a calm and sanctioned manner, aiming to balance customer expectation and corporate performance.
Sep 2010 - Mar 2011
Private Banking Associate
Sales and customer service role within a major financial institution attending to the needs of high net worth customers’ banking requests alongside lead generation and identification of cross-selling opportunities. Working within account opening team following thorough procedures to ensure accounts opened on time, alongside managing potential for fraud.
Nov 2008 - Jun 2009
Customer Marketing Associate (On Trade)
Handling ad hoc projects based upon competition analysis, B2B customer care and identification of areas where additional business support could maximise sales. Designing and using feature dense Excel spreadsheets enabled to collate data intelligently to present project findings to board members through succinct reports and PowerPoint presentations.
Jun 2009 - 2009
Off Sales Manager
Completed a three month management course whilst running all departments of the flagship store of major international retail outlet. Overseeing all off sales areas, organising practical and thought out stock receipt and storage solutions and delegating duties to team of staff. Responsible for training new employees in areas of health & safety and store.
Aug 2008 - Nov 2008
2 education records
Tom Whitlock education
Bachelor'S Degree, Finance And Business
Education record
Sidcot School
FAQ
Frequently asked questions about Tom Whitlock
Quick answers generated from the profile data available on this page.
What company does Tom Whitlock work for?
Tom Whitlock works for Clifton Asset Management Plc.
What is Tom Whitlock's role at Clifton Asset Management Plc?
Tom Whitlock is listed as Head of MyViewpoint at Clifton Asset Management Plc.
Where is Tom Whitlock based?
Tom Whitlock is based in Bristol, England, United Kingdom while working with Clifton Asset Management Plc.
What companies has Tom Whitlock worked for?
Tom Whitlock has worked for Clifton Asset Management Plc, Alternative Business Funding Uk, Axa Wealth, Capita Hartshead, and Ladbrokes.
How can I contact Tom Whitlock?
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What schools did Tom Whitlock attend?
Tom Whitlock holds Bachelor'S Degree, Finance And Business from Bournemouth University.
What skills is Tom Whitlock known for?
Tom Whitlock is listed with skills including Management, New Business Development, Sales, Customer Service, B2B, Microsoft Office, Social Media, and Investments.
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