0330 038 8941
Based in Chester
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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: 14 July 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
4
Recent Client Reviews
Tom has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 4 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: 14 February 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
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Tom has not yet added their qualifications to their profile
Transparent Fees
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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: 14 July 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
4
Recent Client Reviews
Tom has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 4 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: 14 February 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 have worked in financial services for my whole career since leaving university in 2015 having previously worked for Investec and Close Brothers Asset Management. I am a Chartered Financial Planner and have a BSc in Economics from the University of Leeds which is where I met my Wife. I strongly believe that it is my job as a Financial Planner to work with my clients to build a financial plan, listening to their needs and priorities and guiding them on their financial journey providing expertise and reassurance along the way to achieve their financial goals. I take great pride in building long lasting relationships with my clients where I really get to know them and their families. I provide advice in a wide range of financial planning areas including pensions, investments, inheritance tax and tax efficiency planning as well as protection planning. I work with young professionals, business owners and retired individuals offering advice at all stages of life for a wide variety of needs and circumstances. Outside of work I enjoy spending time with family and friends, going for walks with my dog and I’m an avid fan of Formula One.
£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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