Tom Rawlings
Chartered Financial Planner at Monenti Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
London, England, United Kingdom, GB
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Experience
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Monenti Partners
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United Kingdom
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Financial Services
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1 - 100 Employee
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Chartered Financial Planner
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Aug 2019 - Present
Tom works with a range of individuals, owner-managed businesses, families and trusts. Specialising in UK and Specialist Pension planning, investment portfolio management, cash flow planning and financial planning following divorce. Tom works with a range of individuals, owner-managed businesses, families and trusts. Specialising in UK and Specialist Pension planning, investment portfolio management, cash flow planning and financial planning following divorce.
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Chartered Financial Planner
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Jun 2013 - Jul 2019
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Consultant
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Mar 2011 - May 2013
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Education
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The London Institute of Banking & Finance
Adv Diploma in Financial Advice -
The London Institute of Banking & Finance
Diploma, Financial Advice (DipFA) -
The Chartered Insurance Institute
CF1 & RO5 -
Oxford Brookes University
BA (1st Class Hons) Business and Management -
Gresham's School
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Taverham Hall Preparatory School
Community
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