Tom Birtles


Thomas Birtles

Role: Paraplanner and trainee Independent Financial Adviser
Location: Liverpool
Qualifications: BSc (Hons) Business and Economics

Thomas helps with…

Data analysis on Providers and the Financial Markets, a part of his role which he particularly enjoys due to the analytical process.

Additionally, he is keen to undertake research tasks including the financial products providers offer and ensuring the best outcome for clients and the advisers.

Thomas also relishes researching and studying the micro and macro-economic factors that affect the financial markets and how they influence changes in various financial products.

Outside of work…

Thomas likes reading, racquet sports and various outdoor pursuits including climbing.

When asked about his favourite type of food Thomas chose a cheeseburger.


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