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Tom O'Rourke - BA (Hons) APFS

Tom joined Hargreaves Lansdown in 2001 as a business studies graduate. He spent a number of years working in our corporate division before moving to the advisory team part. He has since attained Chartered status with the Chartered Insurance Institute (CII).

FCA reference number: TRO01007

Tom O'Rourke


  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Chartered Financial Planner
  • Certificate in Discretionary Investment Management
  • Certificate in Life and Pensions
  • Award in Pensions Update
  • Award in Long Term Care Insurance
  • BA (Hons) Business Studies

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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