Thomas Wheatley qualifies as a financial adviser in Tottenham, North London
Monday 1 February, 2021
Thomas Wheatley our mortgage broker in Tottenham, North London has recently qualified as a financial adviser having completed the Diploma in Regulated Financial Planning in November 2020. He is now qualified to offer mortgage and protection advice and financial advice to his clients in North London, central London and Hertfordshire.
Thomas Wheatley, Financial Adviser & Mortgage and Protection Broker in Tottenham, North London said:
‘Since joining the financial services industry in 2014 it has always been my goal to study for more professional qualifications and complete my Diploma in Regulated Financial Planning, so I could offer my clients by holistic financial advice rather than just focusing on their mortgage and protection issues. I started sitting my financial planning exams in November 2019 and by November last year I passed them all and completed my Diploma in Regulated Financial Planning.’
Thomas Wheatley, Financial Adviser in Tottenham, North London continued:
‘I am now qualified to offer my clients financial advice on all aspects of financial planning, including pension advice, retirement planning, investment advice, estate planning and inheritance tax planning. I often get clients coming to see me for a mortgage who are approaching retirement and want pension advice so I am pleased that I will be able to help them in the future. Being able to offer financial advice will complement the mortgage and protection advice I offer, so my clients will benefit from holistic financial advice. If you would like financial advice or mortgage and protection advice, please contact me on 01707 872000. I offer an initial financial consultation to discuss your needs and requirements.’
If you live in North London and you are looking for a local financial adviser or mortgage broker call Thomas Wheatley at Thomas Oliver’s, Goff’s Oak Head office on 01707 872000.