Tom Wood

FINANCIAL ADVISER

Reviews and Ratings for Financial adviser Tom Wood, Colchester

Tom specialises in providing high-quality personal advice. His predominant focus is advising a trusted client base on lifelong wealth management strategies helping them achieve their ‘Future Perfect’ goals. His consultative but friendly approach, and close working relationship with his clients, has helped him build a formidable ecosystem of technical experts there to support those he works with and meet their specific needs.

The Future Perfect Plan and goals-based planning that he uses, helps individuals take back control of their personal financial targets, freeing up more valuable time to allow them to focus on what matters most to them.

As well as being a regular speaker on financial wellbeing, employee welfare and benefits and pensions, Tom is a member of the Chartered Institute of Securities and Investments, a Pension Transfer Specialist and most recently a VouchedFor Times Top 100 Financial Advisor.

Outside of the office, Tom is passionate about minimising waste, enjoys most sports and staying active, he loves playing golf, cycling, running and wild camping. He rescues ex-battery chickens, quails and occasionally will be found tinkering with his motorbike in the garage.

Clients he acts for:

Business Owners
Marine Employees
Entrepreneurs
Legal Professionals
Professional Sportsmen and Women

He is typically involved in:

Investments
Tax Planning
Retirement Planning
Protection
Corporate Advice
Inter-Generational Wealth Transfer Advice

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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Tom Wood has a great knowledge of many different areas and I would happily recommend him to any of my friends, family or anyone that was looking for a helping hand with any financial advice. He was great throughout the process and is continuing to monitor and communicate with me on the current investments and always looking at the next options. Very professional and I wouldn't want to use anyone else.

Chris S.

Director

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Tom Wood has advised me on how my money can best be allocated to reach my financial goals. His advice has always been professional and I have never felt pressured into making a decision.

Ellie W.

Property Assistant Underwriter

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Tom Wood reviewed my current financial situation and that of my family and provided a number of very good options for investment and pension provision that has enabled me to maximise returns and look after mine and my family's long term financial needs.

Gareth S.

Senior Associated Solicitor

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The first meeting with Tom Wood was exactly what I needed. We talked through everything in detail, no judgement, an open and honest conversation. There was no pressure to move forward but I'm delighted and can see the money building for the future.

Michael P.

Senior Manager

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Tom Wood was very thorough and gave me all the advice needed I didn't feel pressured or rushed at any point.

Steve P.

Landlord

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Don't let the demands of your schedule prevent you from achieving your financial goals. Book your consultation today and take the first step towards a more sustainable financial future.

Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.

© Castell Wealth Management Limited. 2023.

SJP approved as at 24/11/2023