“I enjoy using my experience and knowledge to help make the complex simpler to understand. I particularly enjoy my work with Divorce and Court of Protection clients. Whilst these can be emotionally challenging, they are hugely rewarding as you can make a real difference to that person's life.”
- Locations
- Bristol, Cheltenham
- Phone number
- 0117 968 9500
Tom joined RBC Brewin Dolphin in 2012 and has headed up the Bristol and Cheltenham offices since 2017. As part of this he is responsible for setting the local growth strategy and creating a cohesive and productive team.
He is also a Chartered Financial Planner specialising in providing private clients, mainly individuals, with tailored advice in pension, investment and inheritance tax planning. He works closely with solicitors in Court of Protection and Divorce, helping clients and their families understand how their investments can better support their lifestyle.
Before joining RBC Brewin Dolphin, Tom was a Financial Director for Amalgam Collection and a Financial Planner for Hargreaves Lansdown. He joined RBC Brewin Dolphin as a Financial Planner and Divisional Director. He is a Fellow of the Personal Finance Society.