Get to know Tom
Tom is a Chartered financial planner with 17 years of experience in financial services. He specialises in pensions, Inheritance Tax planning, tax-efficient investment structuring and cashflow forecasting. He mainly works with clients who are moving into retirement, thinking about income generation, need a retirement plan, are concerned about longevity or need a sustainable level of income.
Away from the office, Tom enjoys a variety of activities, including football, dog walking, golf and bike rides with the kids. He also enjoys eating out and going to the beach during the summer or the mountains in the winter.
We asked Tom...
What’s the most important thing you bring to your role?
Building personal relationships.