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.

Specialisms

  • Enhancing the proposition and service of financial services firms
  • Investments
  • Retirement planning
  • Intergenerational estate planning
  • Advising business owners and directors

qualifications

  • 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

My favourite holiday destination is:
One of my greatest enjoyments has been visiting many different places over the years and still with many trips to complete, as time allows. However, it would likely be somewhere far away from it all.
On an ideal weekend I can be found:
With my family.
My biggest accomplishment is:
I tend to not consider things as being ‘accomplished’. However, I am extremely proud of my family and the team we are building with Craven Street Wealth.
London regional office & Registered company address:
3 Gough Square
London
EC4A 3DE
Kent regional office:
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
19 Oxford Road
Oxford Point
Bournemouth
BH8 8GS
Oxfordshire regional office:
Seacourt Tower
West Way
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.