Director & Independent Financial Advisor
Clients say: "For years I have enjoyed sound prudent insightful advice and guidance from Tom that has consistently kept me ahead of the market and my peers. Additionally, when needed, extra relevant and timely expertise has been delivered at huge value and speed."
We strongly advise that you check the credentials of any financial advisor that you may be considering working with. You can see Tom's Statement of Professional Standing (SPS) certificate below.
I cover all areas of pension planning and regulations along with investments, Trust planning, Inheritance Tax planning and the various types of life assurance, including protecting your income 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.Click here to view Tom's qualifications
I am married to Nicky and have two sons in their twenties. I have a number of animals, some of whom keep me fit! Apart from lots of dog walking, I have a passion for golf. My other interests are skiing, tennis, squash and cricket.
- Positive people
- Family & friends
- Inefficient companies
- Negative people
- Social media
- Having nothing to do
Get to know Tom
Here’s your opportunity to find out a little more about Tom.
On an ideal weekend, you can find me:
On a golf course.
My favourite holiday destination is:
My favourite song to play in the car is:
Lake Shore Drive.
The first album I bought was:
Showaddywaddy’s greatest hits!
If I could be any fictional character, I would be:
If I could turn any activity into an Olympic sport, I would win a medal in:
When the dessert menu arrives, I’m looking for:
The three qualities that draw me to new people are:
A friendly disposition, a smiling face, a sense of humour.
My pet peeve is:
The best gift I’ve ever received is:
A small deposit for my first property.
The three people at my dream dinner party would be:
Ian Botham, Mick Jagger, Margaret Thatcher.
The three small things that make my day better are:
A laugh before breakfast, smiling, chat.
My proudest moment as a Financial Advisor was:
Seeing a client using all the tax relief from a pension contribution to pay for a new Aston Martin!
Three things I love most about my job are:
Autonomy, making clients’ lives more secure and that every new client is a new crossword puzzle!
The types of people I most enjoy working with are:
Positive people, a ‘can do’ attitude and people who can laugh at themselves.