Tom Powell BA (Hons) DipPFS Cert CII (MP)

Independent Financial Adviser

Tom is our latest independent financial adviser having become qualified in early 2017. After working as a mortgage adviser for the last 12 months, Tom now aims to establish himself by providing advice on all aspects of finance.

Tom joined Niche in 2015 after a successful career working in management for one of the UK’s largest blue chip companies. Before this, Tom achieved a BA (Hons) Business & Accounting degree from the University of South Wales before later embarking upon the Niche training programme. Tom is therefore well qualified to fully assess a client's financial situation and provide high quality, measured advice.

Out of the office Tom enjoys spending time with his young family and is a keen fitness enthusiast.

Qualifications

Diploma in Regulated Financial Planning

BA in Business and Accounting

Certificate in Mortgage Advice

R01 - Financial services, Regulation and Ethics

R02 - Investment Principles and Risk

R03 - Personal Taxation

R04 - Pensions and Retirement Planning

R05 - Financial protection

R06 - Financial Planning Practice

R08 - Pensions update

CF6 - Mortgage Advice

AF7 - Pension Transfers