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Tom Cowell - APFS, CertPFS (DM), BSc (Hons)

Tom began his career in 2010 with Hargreaves Lansdown, shortly after moving from London to Bristol. He has gone on to achieve Chartered status and has also won an industry award in 2014 for “Best Paper for Pension Income Options (JO5)” from the CII.

FCA reference number: TSC01036

Tom  Cowell

Qualifications

  • Diploma in Financial Planning
  • Chartered Financial Planner
  • AF1 Advanced Tax & Trust Planning
  • AF3 Advanced Pensions
  • Certificate in Long Term Care Planning
  • BSc (Hons)

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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