Tom Waldock BSc (Hons) APFS

Chartered Paraplanner and Occupational Pension Specialist

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

Tom holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Paraplanners must hold Advanced Papers from the CII. Tom holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Investment planning
  • Pension planning
  • Financial planning process.