Senior Financial PlannerConnect with me on LinkedIn
Following University Tom worked for Nationwide Building Society in a variety of roles, following in his father’s footsteps. After which he was approached by BMW, rising through the ranks quickly before finally advising on high value car purchases.
He was then head hunted to join the St. James’s Place intensive academy and as a fully qualified Financial Adviser, has now joined the Capstone Financial team.
Tom pre-dominantly gives financial advice to professionals and business owners, to help them plan for retirement, protect their family or business, and maximise their wealth. He is very personable and seeks to use clear, transparent communication with his clients that help them to feel comfortable and knowledgeable about the financial advice they are receiving.
Tom will take the time to learn what his client’s needs are and create a specific financial plan that helps them to achieve their short and long term goals. He prides himself on creating longstanding relationships with clients and getting to know them personally. As an adviser with many years ahead of him, he aims to create relationships that will last a lifetime and help look after his client’s wealth through to children and grandchildren.
In his free time, Tom enjoys cycling, playing golf, and anything else sports related! He also enjoys spending time outdoors doing long walks in the countryside and will maybe stop for a nice meal along the way. He has always loved live music so is always looking forward to the next music festival across the UK and Europe.