Tom Stones

I have been a financial adviser since 2007 having previous worked for Halifax Bank of Scotland (HBOS). Prior to this I started my financial services career in 2005 where I was a mortgage endowments complaints agent for Bradford & Bingley. My last role was with Prudential Financial Planning Ltd where I worked for 5 years before I was made redundant and offered the opportunity to launch my own business as an appointed representative of M&G Wealth (Formerly Prudential). This is when North Yorkshire Financial Planning ltd was born! North Yorkshire Financial Planning Ltd advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service I specialise in holistic financial planning taking particular interest in spending time with my clients to understand their objectives and devising plans to help them to achieve their goals. My specialist areas of interest are investments, pensions both pre and post retirement and protection analysis. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I believe the key to being a good adviser is having a good level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients and relay advice in a way a client will understand. My spare time tends to revolve around my family. I am married and have identical twin sons who keep us very busy. My other interests are mainly sport driven, I am a keen football and cricket fan (having been a member of the barmy army pre twins!) and also play squash.