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Thomas Roche

Thomas Roche of Intelligence Wealth Management Ltd is based in Altrincham. Thomas has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD11 - Pension transfer specialist
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
CPD4 - Personal recommendation on retail investments (not broker funds)
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Merchant House Financial Services Ltd10/08/2011 to 08/12/2019
Intelligent Wealth Management Partnership Ltd29/10/2013 to 23/11/2015
TenetConnect Limited10/08/2011 to 03/10/2013
Aspire Financial Management Ltd25/03/2013 to 03/10/2013
The Clarkson Hill Group plc21/07/2008 to 03/12/2010
Chase de Vere Independent Financial Advisers limited01/12/2001 to 14/03/2008
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.