Experience

GW Wealth

• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Dec 2022 - Present



Thomas Oliver UK

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Jan 2016 - Apr 2022

  Self employed Financial Planning consultant with over 5 years experience in the financial industry. I have studied hard to obtain my diploma in regulated financial planning to be able to meet my clients pension & investment needs as well as advising them on inheritance tax planning. I have also developed a team that oversees all our clients mortgage requirements and therefore can fully cater to every aspect of their financial requirements Self employed Financial Planning consultant with over 5 years experience in the financial industry. I have studied hard to obtain my diploma in regulated financial planning to be able to meet my clients pension & investment needs as well as advising them on inheritance tax planning. I have also developed a team that oversees all our clients mortgage requirements and therefore can fully cater to every aspect of their financial requirements



Kings Group LLP

• United Kingdom
• Real Estate
• 1 - 100 Employee

• Mortgage Broker

  • Feb 2014 - Jan 2016

  After several late nights, hard work and dedication I won top mortgage broker in my first year and retained my award in the second year. After several late nights, hard work and dedication I won top mortgage broker in my first year and retained my award in the second year.



Boots UK

• United Kingdom
• Retail
• 700 & Above Employee

• Customer Assistant

  • Nov 2013 - Feb 2014



undergdcapper

• Sports Trader/Bookkeeper

  • Sep 2013 - Feb 2014

  Personally responsible for all the accounts and data records of the business and heavily involved in the sports trading aspect within football, cricket and tennis. Have been part of a successful team that has moved over 27 units (£2700) in just under a month. Personally responsible for all the accounts and data records of the business and heavily involved in the sports trading aspect within football, cricket and tennis. Have been part of a successful team that has moved over 27 units (£2700) in just under a month.



Kolourbox LTD

• Assistant

  • Jun 2011 - Aug 2011

  Worked as part of a team and was solely responsible for the book keeping of the company. Fully compatible with Microsoft Excel after organising and maintaining the accounts as well as dealing with cash flow data. Worked as part of a team and was solely responsible for the book keeping of the company. Fully compatible with Microsoft Excel after organising and maintaining the accounts as well as dealing with cash flow data.



Arbor Court flats

• Caretaker

  • Jun 2008 - Jul 2010

  The role involved preserving a block of flats for 16 hours a week. This included a mixture of gardening, cleaning and general maintenance. The role involved preserving a block of flats for 16 hours a week. This included a mixture of gardening, cleaning and general maintenance.