Tom Dunn

Financial Planner

Tom joined us in December 2023 after graduating from the University of York with a 2:1 in Accounting, Business Finance and Management. During his studies, Tom completed a placement year at an IFA in York and decided to pursue a career in financial planning after graduating. Tom holds the Diploma in Regulated Financial Planning (DipPFS) and the Certificate in Discretionary Investment Management (Cert DM). He is currently working towards qualification as a Chartered Financial Planner.

null