Tom Smart

Tom joined Saunderson House in 2016 having graduated from The University of Exeter with a degree in Economics and Finance.

Tom is a Certified Financial Planner and achieved Chartership status in 2021.  He has experience dealing with clients in a wide-range of circumstances, though specifically looks after a number of clients working at EY and he has intimate knowledge of their compliance restrictions. Tom’s forte is preparing detailed long-term cashflow forecasts to help his clients understand how their wealth can shape their future and enjoys giving them the reassurance they need to take pleasure in their retirement.  Tom places high focus on the subject of long-term tax and inheritance planning, and aims to determine the most tax-efficient strategy wherever possible.

Outside of work, Tom enjoys his London-living and is a particularly keen snowboarder and Liverpool FC supporter.