Thom joined Perspectives Warrington Office (North West) Ltd in 2020 having worked in financial services for over 8 years and is working towards achieving the prestigious Chartered Financial Planner status.
He specialises in providing holistic financial planning advice to individual clients and has additional qualifications in Discretionary Investment Management and Long Term Care needs.
Thom also specialises in providing advice to clients with complex needs, many of whom have survived catastrophic injury and who, as a result of litigation, have secured funds which need to be invested, managed and utilised wisely to provide for their long term wellbeing. More details can be found here.
He previously worked as a risk and compliance consultant on behalf of ‘Big 4’ audit firms and major retail banks. He designed and implemented compliant procedures – including for the assessment and handling of complex vulnerability concerns – for major rectifications projects. He also sat on a range of forums, providing guidance and advice on complex and contentious issues.
Prior to working in financial services, Thom enjoyed working as a Sound Engineer, working with live and recorded music, theatre and dance, specialising in classical and acoustic music.