Tom Rawlins DipPFS

Wealth Planning Analyst at Vanguard | UK & Europe
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK
Languages
  • French -

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Bio

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Credentials

  • Certificate in ESG Investing
    CFA Institute
    Sep, 2022
    - Oct, 2024

Experience

  • Vanguard | UK & Europe
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Wealth Planning Analyst
      • Aug 2022 - Present
  • Transact
    • Singapore
    • Investment Management
    • Business Development Manager (South East)
      • Mar 2022 - Jul 2022

    • Adviser Support Manager (London)
      • May 2018 - Mar 2022

    • Adviser Support Manager (Scotland)
      • Apr 2017 - Apr 2018

    • Client Services Manager
      • Oct 2015 - Apr 2017

  • Fidelity Worldwide Investment
    • Client Associate
      • Nov 2013 - Oct 2015
  • Chamberlain Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • Jul 2013 - Aug 2013

Education

  • Chartered Insurance Institute
    Diploma in Regulated Financial Planning
  • Chartered Insurance Institute
    Certificate in Financial Services
  • Kingston University
    (BSc Hons), Mathematics
    2012 - 2013
  • University of Birmingham
    Undergraduate Diploma, Mathematics
    2009 - 2012
  • The Sixth Form College Farnborough
    2007 - 2009

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