Sam Tonks
Senior Paraplanner @Canaccord Wealth
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WORK HISTORY
Senior Paraplanner @Canaccord Wealth
England, GB
EDUCATION
Chartered Insurance Institute
Level 3 Award in Long Term Care Insurance, Financial Planning and Services
Chartered Insurance Institute
Fellow, Financial Planning and Services
Manchester Metropolitan University-Cheshire Campus
Bachelor of Arts (BA), Crafts/Craft Design, Folk Art and Artisanry
Chartered Insurance Institute
Chartered Financial Planner, Financial Planning and Services
Chartered Insurance Institute
Level 6 Advanced Diploma in Financial Planning, Financial Planning and Services
The Chartered Institute for Securities & Investment (The CISI)
The Practice of Financial Planning unit 1 & 2, Financial Planning and Services
QA TAP Learning
Certificate, Training delivery skills
QA TAP Learning
Certificate , E-Learning Design
STEP (Society of Trust and Estate Practioners)
Certificate for Financial Services - Trusts & Estate Planning
ABOUT SAM TONKS
Paraplanner & Chartered Financial Planner
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