MEET TOM.

TOM CALLAND

DIRECTOR

I currently work as an Independent Financial Planner for a great company in Liverpool. I’ve always been a helper, having worked in Citizens’ Advice and as a Career Advisor during my time at university. I help others achieve success with coaching from GCSE to Masters level and have accrued many positive accolades in the relatively short life span of MBE Academy. More recently, I collaborated with the professional body for financial advisers, CII, to give advice to students about the different roles within Wealth Management.

CERTIFICATIONS

PROFESSIONAL

  • Private Client Investment Advice & Management Certificate

  • Diploma in Regulated Financial Planning

  • Certificate in Discretionary Investment Management

  • Certificate in Mortgage Advice

  • Certificate in Securities Advice & Dealing

DEGREES

  • MSc Economics & Finance – University of Liverpool

  • BA (Hons) Business & Economics: 1st Class – Liverpool John Moores University

ACADEMIC

  • A Level Maths

  • A Level Business Studies

  • A Level Economics

  • GCSE Maths

  • GCSE Business Studies

DISSERTATION & THESIS

  • Thesis: “Application of a fixed-effects panel data model; Estimating the income elasticity of demand for Discount Stores in the UK from 2005-2011.”

  • Dissertation: “Are Discount Stores inferior goods? A study of consumer behaviour since the 2008 global financial crisis.”

AWARDS

  • University of Liverpool Management School Study Award

LET’S WORK TOGETHER

CONTACT TOM