Tom brings a distinctive background to financial planning. Over a 16-year career he has worked across both SMEs and global corporates, spanning marketing and financial services, including several years as a consultant at St. James's Place advising financial planning firms. He is authorised to provide financial advice and holds a degree and postgraduate qualification in leadership and management.
His broad career and life experience shapes everything about how Tom works. He sits down with business owners, professionals and families to cut through the complexity, build a clear picture of where they are financially, and create a plan that gets them where they want to be. He works with clients across:
• Investment planning
• Retirement planning
• Inheritance tax planning
• Protection planning
Outside of work Tom is a husband and dad to two children, a qualified youth football coach and a loyal Leicester City fan. He lives in the Cotswolds with his family and their dog Flora.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Partners: Craig Probert