Tom Pycroft

I have worked in financial services for the past 7 years and have been an Independent Financial Adviser at Broadgate Wealth since 2023. During this time I have developed specialties in areas such as pension/retirement planning, investments, insurance/protection and Inheritance Tax planning among others. Being an Independent Financial Adviser means I am able to select the right products for you from the whole of the market rather than being restricted to certain firms/products. This allows me to do what is right for you rather than the business as a whole. Our initial meetings are completely free of charge with no obligation to continue with my services if you do not feel they are right for you (although I hope this is not the case!). As well as conducting initial reviews with you, I also provide an ongoing review service to ensure that you remain on track to achieve your personal and financial goals. I am fully qualified having funded and completed the Level 4 Diploma in Regulated Financial Planning during my spare time, meaning I have a vast wealth of knowledge to draw on when providing you advice. I also constantly liaise with other professions building vital connections to provide holistic advice to all my clients. Away from work you will usually find me watching my son play football (trying not to be that parent!) or generally spending my time with my kids.