About Tom
I joined the company in 2018 and, as a Chartered Wealth Manager, I manage investment portfolios for private clients, pension schemes, charities, trustees, and personal injury clients, tailoring my approach to the specific requirements of each. My role involves delivering a high-quality service across execution, advisory, and discretionary management. I was a member of the Alternative Investment Committee for six years, covering commercial property, and continue to draw on that experience in my investment approach.