Tom has a wide breadth of knowledge of retirement planning including pension transfers and switches, investment management, investment portfolio construction and monitoring, sophisticated inheritance tax planning( The FCA do not regulate Inheritance Tax Planning), plus protection advice for individuals.
Tom believes in placing his clients at the centre of everything he does and this is achieved by providing an exceptional service and building professional relationships based on trust and integrity. Tom is able to provide truly independent financial advice from the whole of market, on a bespoke, individual basis.
Tom is happily married with two young children. His passions are traveling and he loves going abroad with the family as much as possible. He and his family are lucky enough to spend their summers with the wife’s family in their cottage on Lake Muskoka, Ontario, Canada.
He can be contacted on;
Mobile: 07812 537750