Professionally
Since first entering the financial services profession and becoming a Chartered Financial Planner, understanding the individuals, families, and businesses Tom works with has been of the utmost importance to him. Based in Canterbury, he provides advice to a diverse range of clients from many different backgrounds, finding solutions to best fulfil their goals – sometimes creatively and often in collaboration with their lawyers and accountants.
As Managing Director, Tom leads the talented and experienced, combining the benefits of new investment and scale with the long-established, professional expertise within the group, positioning the firm as a trusted and respected industry leader.
- Enhancing the proposition and service of financial services firms
- Investments
- Retirement planning
- Intergenerational estate planning
- Advising business owners and directors
- Advanced Diploma in Financial Planning (APFS)
- Investment Management Certificate (IMC)
- BSc (Hons) Economics
Personally
Tom enjoys travelling and adventures with his young family.
Tom in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
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