Tom is an Associate of the Chartered Institute for Securities and Investment, having been awarded his Investment Advice Diploma by them. Prior to becoming a Financial Adviser, Tom built a wealth of knowledge by consulting with a number of the world’s largest investment banks.
He works with high-net-worth clients, and helps them by taking the time to understand what their utmost objectives and priorities are, before building visual plans using state-of-the-art technology. Whilst every client’s plan is unique and tailored to them, they are all designed to help clients build, grow, and protect their wealth in a tax-efficient manner. He prides himself on his ongoing service to his clients, taking the time to understand and strategise for their evolving needs.
As many of his clients own businesses, Tom also works with them regarding tax-efficient cash extraction, exit planning, and employee benefits such as insurances and pensions.
Tom also likes to share his knowledge in wider domains by running financial wellbeing seminars for businesses, and he has supported RollOnFriday.com as a guest writer.