“I have a passion for helping my clients achieve their financial goals. This job is most exciting when you get out there and speak to clients, engage with them and help them.”
- Locations
- Bristol, Cheltenham
Tom is an Investment Manager in our Cheltenham office, looking after the portfolios of private individuals, trusts and agents on a discretionary basis.
He is also one of the Charities leads for the West of England, managing the portfolios of mainly small to medium sized charities in the region. Tom is a dedicated and enthusiastic Investment Manager, with a deep understanding of markets and a passion for investing. He also enjoys networking with other young professionals such as accountants and solicitors in the region.
Tom began his financial services career with RBC Brewin Dolphin in 2015 as a Trainee Investment Manager, having gained a First-Class Honours Degree in Business Management from the University of Reading prior to this. He became an Associate Investment Manager in 2019 and an Investment Manager in 2021. He is a Member of the Chartered Institute for Securities & Investment and is a Chartered Wealth Manager.