0203 551 0160
Based in Addlestone
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2023
4.5 out of 5
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FCA status: Certified by Firm
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
Last checked: 01 May 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
15
Recent Client Reviews
Tom has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Tom has not yet added their qualifications to their profile
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Tom has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
Last checked: 01 May 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
15
Recent Client Reviews
Tom has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Tom has not yet added their qualifications to their profile
Qualifications not yet added
Tom has not yet added their qualifications to their profile
Transparent Fees
Tom has not yet added their fees to their profile
Fees not yet added
Tom has not yet added their fees to their profile
I am a Chartered financial planner with more than 17 years of experience in financial services. I specialise in pensions, Inheritance Tax planning, tax-efficient investment structuring and cashflow forecasting. I mainly work with clients who are moving into retirement, thinking about income generation, need a retirement plan, are concerned about longevity or need a sustainable level of income. Away from the office, I enjoy a variety of activities, including football, dog walking, golf and bike rides with the kids. I also enjoy going to the beach during the summer and the mountains in the winter. At Intelligent Pensions, we recognise that you have a choice when you look for a retirement planning partner. Since 1998, we have been providing comprehensive advice in all areas of retirement planning, maximising the retirement funds, savings and other investments of our clients. We specialise in retirement planning, offering a tailored cashflow plan for every client. This helps them to engage with, visualise and understand their retirement planning strategy and wider financial planning needs. We employ talented specialists to deliver a bespoke client experience. Our numerous awards reflect the high standards we work toward. Get in touch today to see how we can help you on 0800 077 8807.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Intelligent Pensions are authorised and regulated by the Financial Conduct Authority (FCA). Registered number 186250. Intelligent Pensions Limited is registered in Scotland No.107284. Cadell House, 27 Waterloo Street, Glasgow, G2 6BZ.