“Some people can be daunted by huge amounts of money. We help them visualise their assets as much as we can which helps them better work out goals, objectives and strategies. It is a personal rather than a business plan.”
- Locations
- London, St. James’s
Tom is a Wealth Director, leading one of our five London cohorts. He provides wealth planning and investment advice to high-net-worth, financially complex individuals with varied backgrounds including entrepreneurs, business executives, professionals and those with inherited wealth. He also looks after families and trusts.
His role includes helping entrepreneurs and business owners through the stages of a sale and creating a strategy for their future personal finances. He also advises on general issues such as estate planning, inheritance tax and retirement. He is a strong advocate of cashflow modelling.
Tom has provided advice for over 25 years. He joined RBC Brewin Dolphin from UBS Wealth Management where he spent nine years as a senior advisor. He is a chartered wealth manager, a chartered fellow of the Chartered Institute for Securities & Investment and an Associate of the Personal Finance Society.