Tom Stanley BA(Hons), DipPFS, ASCI
Senior Consultant at TallRock Capital- Claim this Profile
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Bio
Jon Holand
I have worked with Tom for several years and I highly recommend his work. In an industry where client service is paramount, Tom's professionalism and commitment stand out. He goes to great lengths to solve any and all client issues quickly and efficiently. I hope our professional paths will continue to cross for many years.
Jon Holand
I have worked with Tom for several years and I highly recommend his work. In an industry where client service is paramount, Tom's professionalism and commitment stand out. He goes to great lengths to solve any and all client issues quickly and efficiently. I hope our professional paths will continue to cross for many years.
Jon Holand
I have worked with Tom for several years and I highly recommend his work. In an industry where client service is paramount, Tom's professionalism and commitment stand out. He goes to great lengths to solve any and all client issues quickly and efficiently. I hope our professional paths will continue to cross for many years.
Jon Holand
I have worked with Tom for several years and I highly recommend his work. In an industry where client service is paramount, Tom's professionalism and commitment stand out. He goes to great lengths to solve any and all client issues quickly and efficiently. I hope our professional paths will continue to cross for many years.
Credentials
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Diploma In Regulated Financial Planning
Chartered Insurance InstituteMar, 2023- Nov, 2024 -
Health Insurance
Singapore College of InsuranceJul, 2022- Nov, 2024 -
M8A - Collective Investment Schemes II
Singapore College of InsuranceJul, 2022- Nov, 2024 -
M9 Life Insurance and Investment Linked Policies
Singapore College of InsuranceJun, 2022- Nov, 2024 -
M9A Life Insurance And Investment-Linked Policies II
Singapore College of InsuranceJun, 2022- Nov, 2024 -
M5 Rules and Regulations for Financial Advisory Services
Singapore College of InsuranceMay, 2022- Nov, 2024 -
M8 Collective Investment Schemes
Singapore College of InsuranceJun, 2021- Nov, 2024 -
CII Cert (FS)
Chartered Insurance InstituteNov, 2020- Nov, 2024 -
SFC License - 1 - Dealing in Securites (Available to relicense)
Securities and Futures CommissionNov, 2020- Nov, 2024 -
SFC License - 4 - Advising in Securites (Available to relicense)
Securities and Futures Commission (SFC)Nov, 2020- Nov, 2024 -
SFC License - 9 - Asset Management (Available to relicense)
Securities and Futures Commission (SFC)Nov, 2020- Nov, 2024 -
Long Term (including Unit Linked) - (available to relicence)
Insurance AuthorityMay, 2019- Nov, 2024
Experience
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TallRock Capital
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Singapore
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Financial Services
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1 - 100 Employee
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Senior Consultant
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Jan 2023 - Present
Providing highly personal, independent and transparent financial advice and wealth management services. Technical advice specialist focusing on managing wealth, retirement planning, UK tax, pensions and UK repatriation. Helping people achieve their financial goals and plan for a brighter future. Protecting themselves and their loved ones along the way. Providing highly personal, independent and transparent financial advice and wealth management services. Technical advice specialist focusing on managing wealth, retirement planning, UK tax, pensions and UK repatriation. Helping people achieve their financial goals and plan for a brighter future. Protecting themselves and their loved ones along the way.
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St. James's Place – Asia & Middle East
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Singapore
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Financial Services
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300 - 400 Employee
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Senior/Partner Develeopment Manager
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Jul 2019 - Jun 2022
Managed a large team of partners and associates. Supported and guided them on running and growing their businesses. Shared best practices and market intelligence. Provided coaching and development training. Supervised their activities and conducted regular performance reviews to ensure they provided best advice and a high quality client experience. Monitored Continuous Professional Development to ensure partners comply with Insurance Authority and S.F.C. regulatory and licensing requirements. Negotiated new 3rd party relationships and managed launch of several new propositions. Show less
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Friends Provident International
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United Kingdom
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Financial Services
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1 - 100 Employee
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Senior Sales Manager
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Jul 2016 - Jul 2019
A member of the senior management team, involved with all areas of planning and running the licensed Hong Kong Insurance company (finance, compliance, operations, marketing and sales management.). Primary duties involved key account management with a focus on sales and business development for Insurance brokers, Wealth Managers, Private bankers and Tax Advisors in Hong Kong.Focused on business development, product training, UK tax and regulatory changes.
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Regional Sales Manager
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Jan 2008 - Jun 2016
Key account manager for distribution partners in Hong Kong, China and Philippines. Covering a wide range of business development and account management duties for Insurance brokers, tax planners, wealth managers and investment specialists.Specializing in Life Insurance, Pensions, UK Tax, Trust and Estate Planning
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Regional Sales Consutlant
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Jan 2004 - Dec 2007
Account manager for small to medium size financial advisory, wealth management and insurance brokers in the Asia region (Hong Kong. China, Philippines, Thailand and Japan).Duties include- Achieve sales targets and other corporate objectives- Undertake market research- Product development and distribution- Relationship management
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Broker Liason/Senior Broker Liason
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Jan 2003 - Dec 2004
Customer service specialist, focusing on providing exceptional service to clients and their advisors.
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RSA
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Insurance
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700 & Above Employee
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Broker Liason
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May 1999 - Aug 2000
Year working in industry as part of my University program. Main responsibilities were to provide client and advisor servicing. Undertook a project to understand the staff motivation of the HK office. Reported to the company management and wrote my dissertation based on the results. Year working in industry as part of my University program. Main responsibilities were to provide client and advisor servicing. Undertook a project to understand the staff motivation of the HK office. Reported to the company management and wrote my dissertation based on the results.
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Education
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1997 - 2001
University of the West of England
Bachelor’s Degree, Business Studies with Combined Science -
1993 - 2007
Island School
A Level Maths, Business Studies and Psychology
Community
