Tom has made many changes to the processes at Vision Independent Financial Planning which have improved the overall efficiency of his team. He has created a spreadsheet to improve the business's data protection processes and to enable all members of the team to keep track of when post has been sent out to clients. Tom has also managed to save the company £7,000 a year by encouraging the business to change its printing company for their corporate magazine.
As well as working full time at Vision, Tom has succesffully completed both his maths and IT exams to assist him in his job role. Tom has also been using focusing on his driving theory test which he has now passed.