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.
He has provided 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 our talented and experienced team, combining the benefits of new investment and scale into long established, professional, and successful firms within the group to position Craven Street Wealth as an industry leader.
- Enhancing the proposition and service of financial services firms
- Retirement planning
- Intergenerational estate planning
- Advising business owners and directors
Tom enjoys travelling and adventures with his young family.