Tom is a highly qualified Chartered Financial Planner with over a decade of experience in financial services and wealth management. His professional qualifications include Fellowship status with the Chartered Insurance Institute (CII) and membership in the Chartered Institute for Securities & Investments (CISI), demonstrating his extensive expertise and commitment to ethical standards within the financial sector.
Tom's credentials parallel the academic rigor expected in higher education, reflecting the depth of knowledge and practical application required for advanced professional qualifications. His multidisciplinary approach, combining expertise in both insurance and investment management, aligns with the values of scholarly research and teaching in accounting and finance. Through his experience, Tom brings a wealth of industry insight, providing students with a real-world perspective on financial planning, risk management, and investment strategy.
Languages
English
Degrees
2014, University of Liverpool, United Kingdom, MSc Economics & Finance
2013, Liverpool John Moores University, UK, BA (Hons) Business & Economics
Certifications
2023, Chartered Insurance Institute, United Kingdom, Supervision in a regulated environment
2021, Chartered Insurance Institute, United Kingdom, Award in Regulated Pension Transfer Advice
2020, Chartered Insurance Institute, United Kingdom, Advanced Diploma in Financial Planning
2019, Chartered Insurance Institute, United Kingdom, Certificate in Mortgage Advice
2018, Chartered Insurance Institute, United Kingdom, Diploma in Regulated Financial Planning
2018, Chartered Insurance Institute, United Kingdom, Certificate in Securities Advice and Dealing
2018, Chartered Insurance Institute, United Kingdom, Certificate in Discretionary Investment Management
2017, Chartered Institute for Securities & Investment, United Kingdom, Private Client Investment Advice and Management Certificate
2016, Chartered Institute for Securities & Investment, United Kingdom, Diploma in Investment Advice
Academic appointments
Senior Lecturer, Liverpool Business School, Liverpool John Moores University, 2024 - present
Fellowships:
Fellow of the Personal Finance Society, Chartered Insurance Institute. 2020
Membership of professional bodies:
Member, Chartered Institute for Securities & Investments. 2016
PFS Fellow, Chartered Insurance Institute. 2014