Thomas Pattenden

Wealth Management Partner @True Potential LLP

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

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WORK HISTORY

Jul 2021 — Present

Wealth Management Partner @True Potential LLP

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London, GB

I have worked in financial services in London for over a decade, mainly advising high net worth individuals and city professionals on their investment position in funds, fixed income products, derivatives and equities.I currently advise private clients on how to plan their finances in the most tax efficient way and I implement the strategies for my clients using the panel of passive and active mutual funds provided to me by True Potential Wealth Management.I use linked in to connect with my existing clients, peers and potential clients with the aim of improving my network position in financial services.

SKILLS

Financial RiskPortfolio ManagementSecuritiesFinancial AdvisoryFinancial MarketsTradingInvestmentsFinancial ServicesEquitiesFinanceWealth ManagementDerivativesInvestment AdvisoryHigh Net Worth IndividualsEquity DerivativesTrading Systems

ABOUT THOMAS PATTENDEN

I have worked in financial services in London for over a decade mainly advising private…

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Thomas Pattenden — Wealth Management Partner at True Potential LLP in Sevenoaks, GB | Unifers