Thomas Marshall
Senior Financial Planner @Kpw Investments
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WORK HISTORY
Senior Financial Planner @Kpw Investments
GB
I help individuals and businesses achieve their financial goals through tailored advice on investments, retirement planning, risk management, and tax efficiency. I focus on creating practical strategies that grow and protect wealth while aligning with each client’s priorities.
EDUCATION
Chartered institute (Mortgage Advice)
CF6
The Chartered insurance institute
RO1 Financial Services, regulation & ethics
Chartered institute investment
RO2
LIBF
Diploma , Financial Planning and Services
Knowledge academy
Prince 2
The chartered insurance institute
RO5 Financial Protection
Glasgow college of commerce
HND, Accountancy
ABOUT THOMAS MARSHALL
I am a professional, highly motivated Senior Manager with an accomplished track record in delivering business results, consistent achievement of objectives through a combination of dynamic personal style, strategic vision, business acumen and practical management. I have recently passed my Diploma in Financial Services, having completed both Cii and LIBF exams. Prince 2 practitioner with experience in project management, I have managed various projects through full lifecycle.I have experience in providing ‘contractors’ mortgage advice and work with various accountants to assist their clients to achieve the best possible advice.
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