About Tom
I work as an Investment Manager, implementing bespoke mandates for private clients. I have been in the financial services industry since 2017 and previously worked as a Corporate Risk Manager within the Foreign Exchange market. I joined the company as part of the acquisition of Punter Southall Wealth and work with a variety of clients across a range of investment strategies, primarily on a discretionary basis. I am a member of the CISI, having passed the Certificate in Private Client Investment Advice and Management (PCIAM).