Tom Roberts DipPFS Cert CII (MP)
Tom joined Niche in 2007 as an administrator and paraplanner and soon became a fully qualified financial planner, holding the Diploma in Financial Planning.
Now and as a result of his attention to detail, Tom has taken the role of Compliance Director to ensure the company is fully compliant.
Tom is involved with the Chartered Insurance Institute and sits on the judging panel for the Cardiff CII Young Achiever of the Year Award and is a big believer in supporting and developing young entrants to the financial industry.
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Mortgage Advice
CF1 - UK Financial Services, Regulation and Ethics
CF2 - Investment and Risk
CF3 - Financial Protection
CF4 - Retirement Planning
CF5 - Integrated Financial Planning
CF6 - Mortgage Advice
J05 - Pension Income Options
R01 - Financial Services, Regulations and Ethics
R02 - Investment Principles and Risk
R03 - Personal Taxation
R04 - Pensions and Retirement Planning