Chartered Financial Planner@ Intelligent Pensions Ltd.
London, Greater London, United Kingdom
Tom Bostock
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FlashIntel GPTTom Bostock is an experienced Chartered Financial Planner with 18.7 years of work experience in the financial services industry. He is skilled in various areas such as pensions, wealth management, financial planning, and strategic financial planning. Tom has worked at reputable companies like Intelligent Pensions Ltd., 7IM, Psigma Investment Management, and Arbuthnot Latham. He is a strong finance professional with a degree from the University of Wales, Swansea. Tom is currently based in London, United Kingdom.
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About
Experienced Chartered Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Financial Planning, Wealth Management Services, Life Insurance, Pension Funds, and Retirement Planning. Strong finance professional graduated from University of Wales, Swansea.
Work Experience
Chartered Financial Planner
Financial Services
Tom Bostock's Professional Milestones
- Chartered Financial Planner (2019-11-01~2021-11-01): Developing comprehensive financial strategies to guide clients towards financial stability and drive sustainable investment strategies.
- Client Liaison Administrator (2005-03-01~2006-05-01): Streamlined processes and improved productivity through effective delegation of clients' demands and strategies.
Skill
Pensions
Wealth Management
Financial Planning
Strategic Financial Planning
Retirement Planning
Financial Services
Wealth
Investments
Financial Advisory
Life Insurance
Inheritance Tax Planning
Critical Illness
Asset Allocation
Income Protection
Wealth Management Services
Certification
Colleagues
Alyn Rodger
client support manager at intelligent pensions
Steve Patterson
Managing Director
Murray Waddell
development director at intelligent pensions
David Trenner
technical director at intelligent pensions ltd
David Trenner
technical director at intelligent pensions ltd
Other Named Tom Bostock
Frequently asked questions
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Tom Bostock works for Intelligent Pensions Ltd.
Tom Bostock's role in Intelligent Pensions Ltd. is Chartered Financial Planner
Tom Bostock works in the industry of Financial Services
Tom Bostock's colleagues are Alyn Rodger,Steve Patterson,Murray Waddell
Tom Bostock's latest job experience is Chartered Financial Planner at Intelligent Pensions Ltd.
