Position: Financial Planner
Tel: 01494 680865
Tom started his financial services career with Perpetual (Invesco Perpetual) in 1997 before fulfilling a lifetime ambition of travelling around the world during a years sabbatical. On his return to the UK he joined Prudential before moving into his first adviser role with Lloyds TSB in 2004. He entered the world of independent financial advice in 2006 when he joined the Jelf Group, before moving onto the Succession Group and Aspira more recently.
With over 20 years of financial services experience, dealing with both Wealth Management and Corporate clients, Tom truly believes that the client comes first and uses a methodical, pragmatic and structured approach to delivering their objectives and delivering quality advice. He has a very keen eye for detail and the skill to simplify and explain complex subjects.
Tom is a member of the CII and Personal Finance Society and holds the Diploma in Personal Financial Planning and is now working towards Chartered status.
Away from the office, Tom is married to Wendy, father to twin boys and a self confessed football fanatic. He enjoys the occasional game of golf and has a passion for sport and true crime biographies. He co-manages his sons local football team and when time permits, loves to go walking in the Oxfordshire countryside.