0292 053 8857
Based in Cardiff
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: November, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Tom has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 26 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: 23 December 2024
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.
4
Qualifications Uploaded
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 23 April 2025
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
26
Recent Client Reviews
Tom has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 26 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: 23 December 2024
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.
4
Qualifications Uploaded
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom is a Chartered Financial Planner and an Occupational Pension Specialist. He has worked in Financial Services since 2014 and joined Attivo in 2018. Tom is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). Tom holds both the Diploma and the Advanced Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Tom holds the following Advanced Financial Planning Papers: - Personal tax and trust planning - Investment planning - Pension planning - Financial planning process
Offers available through VouchedFor
Contact Tom through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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