Chartered Financial Planner

07841 806427

About Tom

Tom qualified as a Financial Adviser ten years ago while working for a leading insurance company and was recognised for his technical knowledge by being awarded the ‘Academy Adviser of the Year’ award upon completion. Tom has gone on to attain further success upon attaining the Diploma in Financial Planning in 2011, and is currently studying towards the Advanced Diploma in Financial Planning which leads to chartered status, having successfully achieved the coveted AF3 (pension planning) qualification. Tom has built up a broad knowledge of all areas of Financial Planning, and specialises in the use of lifetime cash flow planning to work closely with clients to develop tax efficient investment, retirement, and inheritance tax planning strategies.