Tom has over 10 years experience in financial services dealing with all aspects of financial planning with a wealth of clients from a wide range of backgrounds and ages. He provides holistic advice, mainly to professionals and retired clients, helping them with practical solutions to their financial issues that concern them most.
Tom become managing director of the company back in 2018 along with his role of offering bespoke financial planning advice to his clients.
His emphasis is on maintaining a long-term relationship with his clients and provide them with a source of trusted advice as their financial needs evolve over the years.
Tom's advice covers all areas of wealth management, including retirement, protection, investment planning and mortgage advice.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.