Unavailable for contact through VouchedFor
Based in Bolton
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
As an Independent Financial Advisor (IFA) with over 20 years’ experience I have come to realise that there are two important elements to this job title. Firstly, advisor. My role is to provide a comprehensive review of all customers’ financial situations, to help identify risks and opportunities and protect what is important to them, and develop a plan for the future. It is not to go in with a preconceived idea of what products or services are best suited to them. Secondly, once a review has been completed and advice provided, I am best placed through my independence to access the whole of market to provide a solution that will meet their needs. It is important to me to ensure that the advice provided remains current and relevant, which is why regular six monthly reviews are offered as standard. Many people assume it is only worth obtaining advice if they have achieved wealth worthy of protection. From our perspective, this is not the case and we do not have a minimum investment criteria. It is my belief that everyone needs to be able to access independent financial advice, irrespective of their current circumstances.
£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).
About Tom's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.