Tom has a Diploma in Financial Planning along with advanced Mortgage and Equity Release qualifications. This means that Tom adds value to each generation of an extended family, regardless of their financial planning needs. Although Tom can help with a wide range of financial planning enquiries, he specialises in advising high net worth individuals, particularly in their retirement to achieve their income goals to ensure tax efficiency, whilst advising on asset preservation for future generations.
Tom has also worked as a Director of a Suitability Report specialist company. In this role Tom designed and launched the first online report writing system in the UK to be sponsored by a national retirement provider, before being rolled out nationwide as a free service to assist fellow Financial Planners.
Away from work, Tom’s leisure activities mainly involve cycling, whether this be competitive racing or riding with friends to sample cake in local cafes.
The Financial Conduct Authority does not regulate taxation