Tom Millington
Senior Technical & Advice Quality Analyst
Professionally
Prior to financial planning, Tom gained extensive experience in Investment Management and understanding the intricacies of all different aspects of investing while working with High Net Worth and Ultra High Net Worth Individuals for a private bank.
Tom is passionate about financial planning where he finds fulfilment in applying his problem-solving skills to help individuals and families with their financial planning needs.
- Investments
- Pensions including Pension Transfers
- Retirement Cashflow Modelling
- Complex Financial Planning Analysis
- CII Level 4 Certificate in Discretionary Investment Management
- CII Level 4 Diploma in Regulated Financial Planning
- CFA Investment Management Certificate Level 4
- Award in Regulated Pension Transfer Advice
Personally
Professionally, Tom is hard-working, efficient, resourceful, and has strong initiative.
His family and friends describe him as trusting, loyal, kind, and friendly.
Tom in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
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