0203 551 0160
Based in Addlestone
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified 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 statusLast checked: 01 October 2026
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
22
Recent Client Reviews
Tom has received 22 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Tom has received 22 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: 08 May 2026
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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About
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.
