Career Profile
Tom joined the team at Active Chartered Financial Planners in August 2024 following a 12 month trainee programme as a management accountant at a local haulage firm.
Tom graduated from Newcastle University in 2021, gaining a distinction in the MSc in Accounting, Finance & Strategic Investment.
Key Services
As a member of the client support team, Tom works closely with a number of the firm’s financial planners by providing valuable administration support. He also supports the paraplanners in the creation of client reports, using a variety of software.
Hobbies and Interests
Tom is a keen runner, currently training for a marathon.
Qualifications
– MSc Accounting, Finance & Strategic Investment – Distinction (2021)
