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Based in Leeds
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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.
I will help you set your goals and objectives and ensure you achieve them by maximising your overall returns and minimising your tax. I mainly deal with high net worth individuals or those with very complex areas of planning. My speciality is family trusts and overall tax mitigation techniques. About Tom: Tom is currently a Level 4 Financial Adviser, also holding qualifications in stockbroking and has attained the Certificate in Long Term Care Planning. He is well on his way to achieving Chartered Status. He graduated from The University of Manchester in 2006 having read a BA(Hons) in Economic History and Economics. He started his career in finance at Edward Jones UK and completed their Fast-Track programme as a Financial Adviser and Stockbroker, he quickly headed the Harrogate Branch. Upon qualifying Tom was the youngest fully qualified financial adviser and stockbroker in the UK. Tom parted ways with Edward Jones and moved to Lighthouse Financial Advice where he largely dealt with Small-Business Owners, Doctors, High-Net Worth Individuals and Retirees. It was at Lighthouse where he met his business partner.
£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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