“I really enjoy the longevity of the relationships with clients because you see the plans come to fruition and clients’ long-term family goals being realised which is very satisfying.”
- Locations
- Bath
Tom is an Assistant Director and Financial Planner in our Bath office. He predominantly works with entrepreneurs looking to sell their businesses, helping them plan how they can reach financial autonomy post-exit. He also helps high-net-worth private individuals.
His career has given him a multifaceted skill set in all the areas that make a good financial planner. He is both a Chartered and Certified Financial Planner through the Personal Finance Society (a Chartered Insurance Institute society) and the Chartered Institute for Securities & Investment respectively. He is also a trustee of Mentoring Plus, a charity helping children who are struggling with school, family, or well-being.
Tom started as a Paraplanner at Chase de Vere in 2002. He then worked as a Financial Planner at companies such as Duncan Lawrie before switching to business development when he joined Epoch Wealth Management in 2011. He continued in this role when RBC Brewin Dolphin took over this firm in 2019, before returning to financial planning in 2020.