Tom Parr

Trainee Client Relationship Manager at Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22
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Contact Information
us****@****om
(386) 825-5501
Location
Chorley, England, United Kingdom, UK

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Bio

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Credentials

  • R03 Personal Taxation
    Chartered Insurance Institute
    Apr, 2023
    - Nov, 2024
  • R05 Financial Protection
    Chartered Insurance Institute
    Apr, 2022
    - Nov, 2024
  • R02 Investment Principles and Risk
    Chartered Insurance Institute
    Jan, 2022
    - Nov, 2024
  • R01 Financial Services, Regulation and Ethics
    Chartered Insurance Institute
    Aug, 2021
    - Nov, 2024
  • Bloomberg Market Concepts Certificate
    Bloomberg LP
    Oct, 2019
    - Nov, 2024

Experience

  • Rosebridge
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Trainee Client Relationship Manager
      • Jan 2023 - Present

  • MHA Moore and Smalley
    • United Kingdom
    • Accounting
    • 200 - 300 Employee
    • Client Support Assistant, Financial Planning/Wealth Management
      • Jan 2021 - May 2023

Education

  • University of Liverpool
    Economics, Economics
    2017 - 2020

Community

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