Tom has more than 25 years of Financial Services experience, with the last 15 of these 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:
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Experience in all advice areas with specialisms in Pensions and Investment Planning.
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A member of The Chartered Insurance Institute (CII).
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Achieved the Personal Finance Society Diploma (DipPFS) and is currently working towards becoming Chartered.
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Support your initial and ongoing advice needs.Part of a talented and wonderful larger team that works to support your initial and ongoing advice needs.
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A busy family life; married with two active children and a black Labrador. In his spare time, any outdoor activities are top of the list such as long country walks, camping and watching his kids play football, cricket and dance.
SPECIFIC SKILLS
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Investment, Inheritance and Intergenerational Planning.
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Pre-retirement and At-retirement planning.
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Cashflow Planning.
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Protecting yourself and your loved one through Life, Critical Illness and Income Protection Planning.