Having been working in wealth management since his departure from the RAF in 1997, Tom was invited to become a St. James’s Place partner in 2012, and joined us in March 2022.
He provides a range of wealth management services to individuals in London and the Surrey/Sussex/Kent areas, and sometimes further afield. His emphasis is on maintaining long-term relationships with his clients, and providing them with a source of trusted advice as their financial needs evolve over the years.
Specialising in business financial planning, he also has extensive experience of inheritance tax mitigation, retirement accumulation, at retirement planning, and
investment planning. He is also proud to be a Fellow of the Personal Finance Society, the highest industry qualification.