Tom Waldock BSc (Hons) DipPFS

Paraplanner and Occupational Pension Specialist

Tom is a Paraplanner and an Occupational Pension Specialist. He has worked in Financial Services since 2014 and joined Attivo Financial Planning in 2018. Tom is a Member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

Tom holds the Diploma in Financial Planning and also holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Investment planning
  • Pension planning