Thom joined Perspective in 2020 having worked in financial services for 8 years and is working towards achieving the prestigious Chartered Financial Planner status. He shares his time between Perspective (North West) Ltd in Chorley and Perspective (Thornton Springer) Ltd in London.
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.
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.