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Tom Roberts DipPFS has a diverse work experience in the financial industry. Tom started their career in 2007 at Niche Chartered Financial Planners, where they worked as the Compliance & HR Director. Tom joined CashCalc in 2014 as a Compliance Officer and served in that role until 2021. In 2010, they became a Director at Cardiff Young Professionals Ltd, a position they held until 2018. Most recently, in 2021, they joined Waterside Innovations as a Director.

Tom Roberts DipPFS has a Diploma in Personal Finance Society from the Personal Finance Society. Prior to that, they attended Bassaleg School from 1999 to 2006 and obtained a High School degree. In addition to their education, they also hold a certification in NVQ Team Leading, although the details of the institution, month, and year of obtaining this certification are not provided.