Tom is a Chartered Financial Planner, delivering wealth management solutions to our clients. Having worked in the industry for over 15 years, Tom has a strong understanding of our service proposition having now achieved the Certified Financial Planner and Chartered Wealth Manager Status.
- Chartered Wealth Manager
- Certified Financial Planner
- Chartered Financial Planner
- Chartered Institute of Securities and Investment (CISI)
- The Personal Finance Society (PFS)
- The Chartered Insurance Institute (CII)
What do you enjoy about your role?
Understanding the problem or goal we’re trying to achieve with each client, and then achieving it.
What are you passionate about?
I am a detail person and I never shy away from digging deeper to truly get to the heart of the matter.
What do you like most about working for Fiscal Engineers?
The Fiscal Family – the team, the clients, and all the other people who support us closely.
What are your interests?
I enjoy playing golf, as well as home renovation and improvement and gardening.