Tom joined us in March 2018, following a career break where he travelled to Asia and Australia before living and working in Melbourne for a year. Prior to his time in Australia, he worked at a financial planning firm in London for three years. At his previous firm, Tom completed two of the CII exams and is currently studying towards his diploma. At Holden & Partners, Tom provides administrative support to two of the firm’s advisers and their clients.
Outside of work
In his spare time, Tom enjoys cycling, football, music festivals and planning his next adventure!
R01 – Financial Services, Regulation and Ethics
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 – Investment Principles
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R05 – Financial Protection
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
CF6 – Certificate in Mortgage Advice
This qualification develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.