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.
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
- 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.
© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
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: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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