Tom Shoebridge

I joined Monahans Wealth Management in September 2017 and have attained the Level 4 Diploma in Regulated Financial Planning with the Chartered Insurance Institute.

I enjoy the ever changing financial legislation, which constantly shapes the way our financial planning reports are written and keeps the role challenging.

My background

I began my career in finance by training as a Mortgage adviser for large brokerage followed by some of the high street banks. However, I decided my interest was in Pensions, Investments and Financial planning, so after a brief period working for an investment platform I became a Paraplanner.

After 5 years as a Paraplanner, I am now a Financial Consultant. I am constantly improving my technical knowledge to provide the best possible service to our clients.

  • Pensions
  • Financial Reports
  • Research
Contact Tom