OVERVIEW
Tom has more than 5 years of Financial Services experience being involved in providing effective and easy to understand advice. This tailored planning allows clients to create a secure financial future that changes and adapts as they move through the different stages of their life as well as the needs of the wider family.
Tom has/is:
·Experience in all advice areas with specialisms in Pensions and Investment Planning.
·A member of The Chartered Insurance Institute (CII).
·Achieved the Personal Finance Society Diploma (DipPFS).
·A bachelor’s degree in mathematics.
·Part of a talented larger team that works to support your initial and ongoing advice needs.
·In his spare time, Tom enjoys playing golf, dining out, holidaying with his wife and taking long walks with his dog,
Digby.
SPECIFIC SKILLS
·Investment, pension and retirement planning
·Cashflow Planning.
·Protecting yourself and your loved one through Life, Critical Illness and Income Protection Planning.