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Porta Wealth Management LLP, 30 Lombard Street, London, EC3V 9BQ

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Who
We are.

In 2023, I joined Porta Wealth Management as the Paraplanner Manager, bringing with me nearly five years of experience in the financial industry. In my current role, I am dedicated to ensuring that our paraplanners consistently produce high-quality work in a timely manner, all while actively pursuing process improvement initiatives.

The paraplanning department plays a crucial role in generating various reports and acts as a bridge between our Financial Advisers, Business Assurance, and Administration departments, ensuring precise and top-tier business processing. By actively focusing on process improvement, we aim to enhance efficiency and effectiveness throughout the workflow.

Tom Cunniffe - Paraplanner Manager

More about me

My educational background includes a BSc in Financial Economics from Swansea University and an MSc in Finance from Queen Mary, University of London. Additionally, I have earned the Investment Advice Diploma (Level 4) from the Chartered Institute of Securities and Investment, with plans to pursue Levels 6 and 7 in the near future.

In my free time I enjoy playing sports, particularly golf and spending time with friends and family.