0330 038 8938
Based in Clevedon
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2025
5 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: 19 February 2026
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
34
Recent Client Reviews
Tom has received 34 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 34 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 January 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
5
Qualifications Uploaded
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
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Tom has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Tom
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 5 first impressions)
My emphasis is on maintaining a long standing relationship with clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I enjoy working with a diverse client base, ranging from young professionals at the start of their financial planning journey to much older clients completing theirs. I am passionate about intergenerational financial planning. Outside of work I am married and have two children. I love being involved in my local community Clevedon. I coach Clevedon Utd under 14's, I am on the board of trustees for The JHF Charity and provide financial education in the schools and workplaces. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 04/11/2025