- Investment management
- Retirement planning, inc pension transfers
- Estate planning
- Tax efficient investments, inc EIC, VCT, BPR
Senior Client Adviser
Tom is a client adviser at Strabens Hall, where he advises clients on a wide range of financial planning matters. Prior to joining Strabens Hall, Tom worked at a leading City wealth management firm and primarily advised partners at some of the major accountancy and law firms.
Tom is both a Chartered Financial Planner and a Fellow of the Personal Finance Society. Before starting his financial planning career, Tom studied Economics and Finance at the University of Bristol.
Outside of work, Tom enjoys both playing and watching a variety of sports, especially football. Tom also enjoys travelling, with South America being a particular highlight of recent adventures.