Tom Wilson
Financial PlannerProfessionally
I have been in financial services since 2012 and have been a Financial Planner since 2015. I am working towards Chartered Financial Planner status and aim to complete this over the next five years. I work with private clients and business owners of all generations, specialising in investment advice, retirement, estate, and legacy planning.
Personally
I live with my wife and two daughters. We have a busy household with two children under three and two dogs. We holiday abroad when we can and enjoy visiting family in Spain and Mallorca. I like to keep fit and enjoy lifting weights.
Likes
- Keeping fit
- Family time
- Cooking
- Walking
- Holidays
Qualifications
- CertPFS (DM)
- DipPFS
- DipFA
-
DipFPS - Personal Finance Society Diploma
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
-
R01 - Financial Services, Regulation and Ethics
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
-
R02 - Investment Principles
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
-
R03 - Personal Taxation
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
-
R04 - Pensions and Retirement Planning
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
-
R05 - Financial Protection
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
-
R06 - Financial Planning Practice
This qualification helps advisers develop and demonstrate their financial planning capabilities.
-
DipFA - Diploma in Financial Advice from The London Institute of Banking & Finance (LIBF)
The DipFA is the minimum level qualification you need to become a financial adviser, as laid down by the Financial Conduct Authority (FCA). It covers two units: Financial Services Regulation and Ethics (FSRE) and Advanced Financial Advice (AFA).
-
FSRE - Financial Services Regulations and Ethics (LIBF)
This unit provides a comprehensive introduction to UK financial services, through focusing on the environment, key components and interrelationships of the financial system, and legal concepts relevant to retail financial advice.
-
AFA - Advanced Financial Advice (LIBF)
This unit covers the products, services and legislation that inform the financial planning and advice process along with the principals and theories of investment, retirement planning and protection, and how they all connect.