“I aim to help our clients meet their financial needs – whether that is saving for their dream retirement or making sure their loved ones are protected.”
- Locations
- Lincoln
Tom is a Chartered investment manager working in the Lincoln office to produce and manage tailored multi-asset Investment portfolios for individuals, trusts, charities and businesses.
He began his financial services career in 2015 as an accounting trainee with Duncan & Toplis before switching focus to investment management when he joined RBC Brewin Dolphin in 2018. Tom has a Level 4 Investment Advice Diploma from the Chartered Institute for Securities and Investments and has completed the Level 7 Chartered Wealth Management Qualification.
Tom led a charity initiative that led to Lincoln being proportionately the top Payroll Giving office in the nationwide RBC Brewin Dolphin Group. He is also the President of the Lincoln Young Professional Group. He is a member of the CISI and is a East Midlands Committee member for the institute.