Tom Daniels
Financial Planner @River Birch Newman
Newcastle Upon Tyne, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2024 — Present
Financial Planner @River Birch Newman
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Newcastle Upon Tyne, GB
EDUCATION
2009 — 2012
Swansea University / Prifysgol Abertawe
Bachelor of Science (BSc), Financial Economics
SKILLS
Investment ManagementWealth ManagementInvestmentsInvestment StrategiesAsset ManagementWealth Management ServicesRelationship ManagementPensionsPortfolio ManagementEquitiesFixed IncomeAsset AllocationInvestment AdvisoryFinancial ServicesStockbrokingBondsHigh Net Worth IndividualsIsaWealthInheritance Tax PlanningTradingBusiness DevelopmentSecuritiesEconomics
ABOUT TOM DANIELS
I have worked with individuals, families and businesses to help them reach their…
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