Tom Fawcett, Dip PFS
I cover all areas of pension planning and regulations along with investments, Inheritance Tax mitigation and the various types of life assurance, including protecting your incomes should illness or injury occur.
Whether you want to save tax, invest money, pass it on to beneficiaries tax efficiently or protect loved ones, I can help provide solutions. I don’t only aim to deliver a top-level service but to add value by providing holistic financial planning from start to finish.
I have been delivering financial advice since 1994 to companies, private individuals and their families, and have consistently produced positive outcomes for my clients throughout this time.
I am a keen fan of Leeds United and Yorkshire cricket. Amongst other activities, I enjoy golf, tennis, squash and skiing. It sounds as though I’m the author of a paperback, but I really am married, have two adult children and live in Surrey.