Tom Rawlings

Chartered Financial Planner at Monenti Partners
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, GB

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Experience

  • Monenti Partners
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered Financial Planner
      • 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.

  • Merlin Financial Consultants Ltd
    • Chartered Financial Planner
      • Jun 2013 - Jul 2019

  • CAERUS Capital Group
    • Consultant
      • Mar 2011 - May 2013

Education

  • The London Institute of Banking & Finance
    Adv Diploma in Financial Advice
    2015 - 2017
  • The London Institute of Banking & Finance
    Diploma, Financial Advice (DipFA)
    2012 - 2013
  • The Chartered Insurance Institute
    CF1 & RO5
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  • Oxford Brookes University
    BA (1st Class Hons) Business and Management
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  • Gresham's School
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  • Taverham Hall Preparatory School
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