Tom specialises in pensions and investments, bringing strategic financial planning and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence with simplicity and transparency.
Tom’s clients include partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees and he gets great satisfaction in giving them peace of mind that their financial affairs are looked after, letting them concentrate their time elsewhere.
Away from work, Tom enjoys travelling, riding the ups and downs of being an Arsenal supporter, cooking and running a food / restaurant blog.
Tom has been my advisor since 2014 and I have been very impressed with his work and his general approach. He is adaptable and I feel confident that he understands my financial situation and always provides appropriate advice, both on individual matters and long-term financial planning. This is incredibly reassuring at a time when there seems to be so much uncertainty in the markets. Tom is always calm and professional in a difficult time and I am really happy to have him as my financial advisor.
Tom Walklate has been our principal point of contact and, as our fund moves into the Drawdown phase, there is a need for increased communication in order to provide us with funds on a tax-effective basis. All of this Tom manages with reassuring ease and efficiency. He is thoughtful, knowledgeable and initiates action without our prompting, but is super-responsive should we have any queries. Tom is also personable, patient and a pleasure to do business with.