Tom Birkinshaw
Financial Planner @Mattioli Woods
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WORK HISTORY
Financial Planner @Mattioli Woods
Leicester, GB
EDUCATION
CIMA
Part Qualified Chartered Management Accountant, Accounting
AAT
AAT Level 3 & 4, Accounting
Chartered Insurance Institute
CII Diploma in Regulated Financial Planning
Littleover Community School
A Levels- Maths A, Economics B, Physics B. 11 GCSEs- A*, 8 A, B, C
ABOUT TOM BIRKINSHAW
As a Financial Planner, I’m passionate about helping individuals and businesses achieve their financial goals. By taking a goals-based approach and empowering clients to envision what they want their life to look like in 5, 10, 15 years +, we can develop a tailored strategy to help turn those ambitions into reality. Whether it’s targeting a specific retirement date with a desired income, building a fund to pay off the mortgage or upsize the family home, or even planning that dream holiday you’ve always wanted, my goal is to empower clients to make those financial decisions.Prior working experience includes 5 years in accounting at Severn Trent Water- a FTSE 100 company. During my time here I completed AAT Level 3 and Level 4 qualifications and became CIMA part qualified (level 6) with all first time passes. Briefly, my roles/ skills here included finance business partnering, financial reporting, budgeting, communication and stakeholder management.
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