Tom has nearly 10 years’ experience of working with Independent Financial Advisers. His role as Office Manager means he looks after the everyday work of the administration team and and is the first point of call for any adviser issues.
Tom also undertakes the majority of the paraplanning duties within our firm, and alongside Michael Brooker, has been instrumental in setting up the Centralised Investment Proposition at Regentia Lifestyle Planning.
He is currently working towards his Diploma in Financial Planning