Sam Tonks

Senior Paraplanner @Canaccord Wealth

Warwick, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Senior Paraplanner @Canaccord Wealth

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England, GB

EDUCATION

2020 — 2020

Chartered Insurance Institute

Level 3 Award in Long Term Care Insurance, Financial Planning and Services

2021 — 2021

Chartered Insurance Institute

Fellow, Financial Planning and Services

1996 — 1999

Manchester Metropolitan University-Cheshire Campus

Bachelor of Arts (BA), Crafts/Craft Design, Folk Art and Artisanry

2014

Chartered Insurance Institute

Chartered Financial Planner, Financial Planning and Services

2006 — 2014

Chartered Insurance Institute

Level 6 Advanced Diploma in Financial Planning, Financial Planning and Services

N/A

The Chartered Institute for Securities & Investment (The CISI)

The Practice of Financial Planning unit 1 & 2, Financial Planning and Services

N/A

QA TAP Learning

Certificate, Training delivery skills

N/A

QA TAP Learning

Certificate , E-Learning Design

2016 — 2016

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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