“The focus is on finding out exactly what the client wants – such as going on holiday, gifting money to children or just paying the bills. Working out a way to reach the clients goal is at the forefront of everything I do.”
- Locations
- Glasgow
Tom advises clients ranging from business owners to multi-generational families on a range of issues including income protection, pensions and inheritance tax planning.
One key area of expertise is helping both young entrepreneurs in early-stage businesses as well more established owners preparing for a merger, acquisition or exit. Tom is also active in new business development, particularly in the tech sector.
Tom’s financial services career began in 2008 with Close Brothers Asset Management, where he rose from Personal Assistant to Financial Planner. He joined RBC Brewin Dolphin is 2019 and works hard to create relationships with clients to identify their life goals before creating a suitable planning strategy. He is a Chartered Financial Planner.