Tom Bostock is an experienced financial professional with a strong background in wealth planning and financial advisory services. Beginning a career in client liaison administration at St. James’s Place Wealth Management, Tom progressed through various roles including paraplanner, financial planning adviser, and ultimately achieving positions as a Chartered Financial Planner at multiple companies such as Psigma Investment Management and Zurich Life. Currently serving as a Chartered Financial Planner and Retirement Adviser at Intelligent Pensions Ltd since January 2022, Tom has also held significant roles at Arbuthnot Latham & Co., Ltd and Blacktower Financial Advisers Ltd. Tom holds a degree in Economics from the University of Wales, Swansea, earned between 2000 and 2003.
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