Financial Planner, London
Tom joined 7IM in 2019 with more than thirteen years’ experience working within financial planning organisations, most recently within a boutique investment management firm, and prior to that a city based private bank.
Tom is well versed in providing advice to high net worth individuals, across the spectrum of financial planning, be this focussed on pension funding, income in retirement and estate planning or tax efficient investment structures.
Tom holds a degree in Economics from Swansea University, is a Chartered Financial Planner and a member of the Personal Finance Society.
Get in touch with Tom
Search by first name, last name or job title