Tom is an adviser with Castell Wealth Management, having previously consulted with a number of the world's largest investment banks across London. He is passionate about helping his clients to grow and protect their wealth, and is an advocate of sustainable and responsible investing. He is an associate of the Chartered Institute for Securities and Investment, having been awarded his Investment Advice Diploma by them. He is also a guest writer on RollOnFriday.com.

Your Financial Journey

Tom runs consultations with all of his new clients, to understand their current situation and their future perfect. He builds visual financial plans for them using state-of-the-art technology, and offers personal advice on how to aim for their future perfect whilst helping to achieve their goals along the way. He prides himself on his ongoing service to his clients, taking the time to understand and strategise for their evolving needs. To arrange a consultation with Tom, please contact him using the contact details below.

Typical clients

His typical clients tend to be, but are not restricted to:

Individuals, families, and businesses looking to form a long-term trusted relationship with a Financial Adviser.

City professionals on ambitious career paths.

Business owner(s) with a business turnover in excess of £500,000 per annum.

Areas of expertise

His wealth management areas of expertise include investments, tax planning, retirement planning, protection, and inter-generational wealth transfer.

Outside of work

Tom stays active by walking his dog, swimming, running, hiking, and playing golf. He is a passionate football and cricket fan, with keen interests in art and design.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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