Working For You

Tom is a Chartered Financial Planner. As a member of the Chartered Insurance Institute, he holds an Advanced Diploma in Financial Planning.

Tom provides financial advice to individuals and families, business owners and executives. His specialist areas include retirement planning, estate planning and high net worth individuals.

His aim is to help clients to enjoy the life they want, have a fabulous retirement and eventually pass on wealth to future generations.

Previously, Tom served as an Officer in the Royal Navy. He has a degree from Nottingham University in Politics and Economics and Master’s degree in Real Estate Investment.

Outside of work, he can often be found in the countryside or seaside, spending time with his wife and young family.