“I love the client facing nature of the role. It’s wonderful building relationships with people and knowing they trust me to do my best to help them with their finances.”
- Locations
- Penrith
Tom joined RBC Brewin Dolphin’s Penrith office in 2015 after moving to Cumbria with his young family. He now manages the investments of private clients, many of whose families have been with the firm for generations, corporates, and charities. He helped to steer them through the financial challenges of the last few years, ensuring their objectives stayed on course despite market volatility.
Tom began his financial services career in 1997 with a small London-based consultancy firm, where he worked with clients including major insurance companies and occupational pension schemes. In 2005, he moved to the London offices of Royal Bank of Scotland where he worked as a Business Analyst and Systems Manager in the Pension Services team.
He is a Chartered Wealth Manager and a member of the Chartered Institute for Securities & Investment.