Chartered Financial Planner
Tom is a Chartered Financial Planner with Kellands Bristol and has been advising individuals and businesses for over 10 years.
Tom joined the financial services industry in 2004, where he discovered his love of financial planning. Having gained sufficient experience, Tom starting advising clients in 2007 before joining Kellands in August 2012.
In 2017, Tom achieved Chartered Financial Planner status, demonstrating his professional commitment to raising standards of knowledge and capability. He specialises in at-retirement planning and currently holds Pension Transfer Specialist status. In addition to this, Tom is qualified to advanced level in Trusts & Tax and Business Planning. He believes the role of an adviser can be simplified to helping clients make the right decisions at the right time. He also believes in the benefits of strong professional connections.
In December 2020, Tom achieved another milestone when he learned that he had become a Fellow of the Personal Finance Society.
In his spare time Tom enjoys spending time with his family, having recently become a father for the first time. Tom also enjoys cooking – perfecting the family favourites! Holidays are a must and he has a passion for scuba diving. Tom keeps fit by going to the gym on a regular basis and you can often see him running through Clifton.
Quays Office Park Conference Avenue
Bristol BS20 7LZ
Work: 0117 900 4000