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. Tom completed his Diploma in Financial Planning in 2020.
Outside of work
In his spare time, Tom enjoys cycling, music festivals and planning his next adventure.
Tom recently became a Guinness world record holder with 3 of his colleagues at Holden & Partners, for the fastest time to travel the Thames by pedalo.
You can view Holden & Partners entry on the FCA Register by clicking here.
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.