0203 551 0160
Based in Fleet-Street
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: February, 2023
4.8 out of 5
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: 02 April 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
13
Recent Client Reviews
Tom has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 13 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: 12 March 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
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Tom has not yet added their fees to their profile
22
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 22 first impressions)
95% of users who are not yet clients had a positive first experience with Tom
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 22 first impressions)
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: 02 April 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
13
Recent Client Reviews
Tom has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 13 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: 12 March 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
22
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 22 first impressions)
95% of users who are not yet clients had a positive first experience with Tom
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 22 first impressions)
Tom is a Fellow of the Personal Finance Society and a Chartered Financial Planner at Forvis Mazars, based in the London office. He advises individuals, families and business owners to ensure that they are making better and more informed decisions with their personal finances. Tom formulates his advice with both the short and long term personal and financial objectives of his clients at the forefront of his mind, building bespoke and holistic financial plans to help them achieve these objectives. Tom’s expertise comprises retirement planning (including but not limited to pension contributions, pension Lifetime Allowance issues, drawdown and/or annuitisation); tax mitigation (including but not limited to inheritance tax); investment planning (including but not limited to ISAs, non-pension investments and tax-efficient investing) and financial protection planning (including but not limited to life insurance and income protection). He is also well versed in the utilisation of cashflow modelling software to help clients to visualise different planning outcomes over time.
£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
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Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.