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.
- 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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Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: Lawrence House, Summer Hill, Harbledown, Canterbury, Kent, CT2 8GT
The Financial Ombudsman Service is available to settle complaints between individuals and financial services businesses that they are not able to resolve themselves. For full details of the Financial Ombudsman Service please visit the FOS’ website.
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