Tom Rowlingson

Financial Adviser at Hyland Financial Planning Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Bio

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Credentials

  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Feb, 2020
    - Nov, 2024
  • CF1 - Regulation & Ethics
    Chartered Insurance Institute
  • R01 - Regulation & Ethics
    Chartered Insurance Institute
  • R02 - Investment Priciples and Risk
    Chartered Insurance Institute
  • R03 - Personal Taxation
    Chartered Insurance Institute
  • R04 - Pensions and Retirement Planning
    Chartered Insurance Institute
  • R05 - Financial Protection
    Chartered Insurance Institute
  • R06 - Financial Planning Practice
    Chartered Insurance Institute

Experience

  • Hyland Financial Planning Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Oct 2019 - Present

  • Wellesley
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Feb 2017 - Oct 2019

      Paraplanner with a Principal Partner of St. James's Place. Paraplanner with a Principal Partner of St. James's Place.

  • Wingate Financial Planning
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Client Liaison Officer
      • Jun 2014 - Jul 2016

  • Equiniti
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Administrator
      • Nov 2012 - Jun 2014

Education

  • Imberhorne School

Community

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