He is a Chartered Financial Planner and became authorised to provide financial advice in July 2012. Tom has completed the Advanced Diploma in Financial Planning, and also holds the Chartered Institute for Securities and Investment Masters in Wealth Management qualification.
Tom is passionate about using his expertise to ensure that his clients can have complete peace of mind with regard to their financial planning and investment management needs, so they can focus on their own work, families and hobbies. Tom enjoys building long lasting relationships with clients and has experience of advising clients at all stages of the investment life cycle.
Outside of work, Tom is a keen sportsman and in particular enjoys playing tennis, Eton fives and participating in the occasional endurance event.
Thank you very much indeed, as always, for all your on-going work and help in looking after us. The results speak for themselves and both my wife and I continue to be enormously grateful.