0330 038 8942
Based in Nantwich
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: January, 2023
4.9 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 AuthorityLast checked: 10 October 2026
Tom and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Tom has received 11 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Tom has received 11 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: 20 July 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.
1
Qualifications Uploaded
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate 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 not yet added their fees to their profileFees not yet added
Tom has not yet added their fees to their profile
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 11 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 11 first impressions)
About
I am a Financial Planner working with Quilter Financial Advisers and working towards becoming a Chartered Financial Planner. I also hold a first class honours degree in Accounting and Finance from the Manchester Metropolitan University. I specialise in pensions, investments, protection and estate planning and utilise cash flow modelling to help my clients visualise their financial future and reach financial independence. I ensure that I understand my client’s short and long term life and financial goals and develop a plan individual to them that is reviewed regularly to achieve their personal and financial goals. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. 'Approver Quilter Financial Services Limited. February 2023'