Tom has worked in Financial Services for 13 years and is a member of the London Institute of Banking and Finance. He holds the Diploma in Financial Advice (DipFA) along with specialist qualifications including Certificate in Mortgage Advice and Practice (CeMAP), Certificate in Long Term Care and Later Life Planning (CertLTCP), Financial Planning in Retirement (FPIR) and Taxation, Trusts and Tax Compliance (TTTC). 

Tom believes in taking an intentional approach when it comes to financial planning - starting with his clients’ long-term goals and building a strategy to help them get there. He thrives on creating lasting relationships and enjoys helping clients structure their finances around the life they want to lead and the one-off goals they want to achieve.

Outside of work, Tom lives with his wife and young son, and they enjoy spending time outdoors exploring nature. He’s also a fan of live music, travel, finance podcasts, and keeping active at the gym.