Business, Finance and Legal
Independent Financial Advisor
Tom offers financial planning advice to clients, helping them to understand where they are financially today and helping them plan for where they would like to get to. This covers a range of areas, including; Pensions and retirement Savings and investment Protection and insurances Tax planning, including Inheritance Tax Financial forecasting.
Tom has helped some of his clients to retire earlier than they originally planned, others have been invested in a risk category that they were uncomfortable with and Tom advised on the correct solution. Clients enjoy the peace of mind that understanding their financial circumstances brings when working with Tom and how having a financial plan in place can provide a road map for their future.