Tom is a Financial Planner and joined the Group in April 2022.

Qualifications and experience

Tom has over 3 years’ experience in providing financial services, he takes pride in his persistence to continue the expanse of his knowledge and qualifications for the benefit of his clients.

He has a wide base of knowledge across pensions, investments, protection and inheritance tax planning. Currently, he holds a Diploma in Regulated Financial Planning and a Certificate in Mortgage Advice. He is actively studying towards Chartered status.

About Tom

Outside of work, Tom enjoys heading down to the coast to surf in Porthcawl or Rhosilli. He also enjoys watching the football and formula one.