“Thomas was an outstanding advisor for me in past years. He has unique set of skills when comes to investments and advisory. Thomas was always available and gives the directions which added value to my investments.”
Thomas Willingham, Chartered MSCI, BSc (Hons)
Dubai, United Arab Emirates
4K followers
500+ connections
About
I am a UK qualified Financial Advisor and an Area Manager at the Acuma LLC. I work with a range of clients on their finances to ensure that we set ambitious financial goals, put a plan in place to reach these goals and then build a continuous relationship to make sure that these goals are met. I advise on areas such as retirement planning and pension transfers, education planning, tax planning, lump sum investments, insurance products, property investment and foreign exchange services to ensure that my clients get financial advice on their full financial situation.
I pride myself on providing a continuous high level of service for clients which means that we build long lasting relationships to ensure that we follow through with our plans and hit our goals.
The deVere Group are the world’s largest privately owned international financial advisory. We have over 500 Financial Consultants in more than 70 offices, over 70,000 clients and in excess of $10 billion under management and administration.
We offer advice on a global basis and are totally independent, meaning we have access to the whole market and our clients will get the best products and returns available. As the largest offshore consultancy in the world we are able to secure alliances and products that other advisory groups are unable to provide.
The deVere Group provides free advice in respect to all manner of tax efficient savings and investments. In particular, we provide estate planning & asset protection advice in tax efficient international jurisdictions. Our aim is to provide the individual with Wealth Creation and Wealth Preservation to ensure the client's needs and aspirations are met.
Activity
-
Are you looking for your next role? Discover our Dubai office working as a Financial Advisor or Business Developer along side one of our Top Area…
Are you looking for your next role? Discover our Dubai office working as a Financial Advisor or Business Developer along side one of our Top Area…
Liked by Thomas Willingham, Chartered MSCI, BSc (Hons)
-
Hummel Türkiye ve Güney Bölgesi’nden Sorumlu CEO'su Sayın Eduard Massier Türkiye’nin en beğenilen 50 CEO'sundan biri seçilerek ALTIN LİDER 2023…
Hummel Türkiye ve Güney Bölgesi’nden Sorumlu CEO'su Sayın Eduard Massier Türkiye’nin en beğenilen 50 CEO'sundan biri seçilerek ALTIN LİDER 2023…
Liked by Thomas Willingham, Chartered MSCI, BSc (Hons)
-
2️⃣6️⃣ today! 🎉 7 years ago I made the decision to go to university instead of joining the RAF. I wanted to join the RAF because I wanted to fly…
2️⃣6️⃣ today! 🎉 7 years ago I made the decision to go to university instead of joining the RAF. I wanted to join the RAF because I wanted to fly…
Liked by Thomas Willingham, Chartered MSCI, BSc (Hons)
Experience
Education
-
-
Activities and Societies: Finance Society, Maths Society, Economics Society, Squash Society
I graduated from the University of Warwick where I attained a first class honours in Mathematics. I completed a variety of modules in pure mathematics but I focussed on algebra where I completed modules in Galois Theory, Matrices and Quadratic Forms.
I also excelled in numerous financial modules in Warwick Business School and mathematical economics modules in the Department of Economics. This was where my passion for finance grew and where I was inspired to work in the financial sector. -
-
Activities and Societies: Head of House, Young Enterprise, Badminton Club
A Levels:
Mathematics: A*
Further Mathematics: A*
Physics: A*
Economics: A*
Licenses & Certifications
-
Level 4 Certificate in Paraplanning
The Chartered Institute for Securities & Investment (The CISI)
Issued -
Level 4 Diploma In Investment Advice (Financial Planning and Advice)
The Chartered Institute for Securities & Investment (The CISI)
Issued -
The United Arab Emirates Financial Rules and Regulations
The Chartered Institute for Securities & Investment (The CISI)
Issued -
Level 3 Certificate in Wealth & Investment Management
The Chartered Institute for Securities & Investment (The CISI)
Issued -
International Introduction to Securities and Investments
Chartered Institute for Securities & Investment (CISI)
Issued
Projects
-
Second Year Essay - Brownian Motion
-
I wrote an essay on the mathematical uses, the physical approach and the applications of Brownian Motion on Latex. This went into mathematical detail and as part of the essay I related Brownian Motion to the Financial sector. Along with writing the essay I also presented my essay to a tutor and a group of students which allowed me to discuss complex information in a simple way.
Languages
-
English
Native or bilingual proficiency
-
Welsh
Limited working proficiency
Recommendations received
7 people have recommended Thomas
Join now to viewMore activity by Thomas
-
And just like that, my placement journey has to come to an end ✈️ The last 12 months, working within deVere Group have been nothing short of…
And just like that, my placement journey has to come to an end ✈️ The last 12 months, working within deVere Group have been nothing short of…
Liked by Thomas Willingham, Chartered MSCI, BSc (Hons)
-
Are you currently saving enough for your retirement? New figures estimate you need USD 3m to have comfortable retirement. Contact me for a free and…
Are you currently saving enough for your retirement? New figures estimate you need USD 3m to have comfortable retirement. Contact me for a free and…
Liked by Thomas Willingham, Chartered MSCI, BSc (Hons)
-
Many clients that I have spoken to have been keen to explore the Portuguese Golden Visa Scheme but this has now ended and it seems like this may be…
Many clients that I have spoken to have been keen to explore the Portuguese Golden Visa Scheme but this has now ended and it seems like this may be…
Shared by Thomas Willingham, Chartered MSCI, BSc (Hons)
-
Jack Catterall To Win The World Boxing Championship in 2023? Personally I thought he beat in Josh Taylor in the first fight. Do you agree? It seems…
Jack Catterall To Win The World Boxing Championship in 2023? Personally I thought he beat in Josh Taylor in the first fight. Do you agree? It seems…
Liked by Thomas Willingham, Chartered MSCI, BSc (Hons)
-
The only constant in life is change. 20 years is a long time… today is my last day at Friends Provident International (FPI). On the 1st September…
The only constant in life is change. 20 years is a long time… today is my last day at Friends Provident International (FPI). On the 1st September…
Liked by Thomas Willingham, Chartered MSCI, BSc (Hons)
-
I did an interview a few months back and just had the below confirmation ....... Best European Expatriate Financial Consultancy 2021 - deVere Spain…
I did an interview a few months back and just had the below confirmation ....... Best European Expatriate Financial Consultancy 2021 - deVere Spain…
Liked by Thomas Willingham, Chartered MSCI, BSc (Hons)
People also viewed
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More