Founder & Director
Tom has a passion for placing the client at the centre of everything he does and aspires to make each of his client sessions inspiring and enjoyable. Although Tom has a broad skill set he specialises in helping individuals or families coming to, or already in, retirement as well as those building, or wanting to pass on, wealth.
Founder Tom started his career over 17 years ago at a well known insurance & investment company and progressed to a position as a senior adviser in a national law firm. Here he was a member of the firm’s investment committee which oversaw the company’s investment proposition and processes.
Family time is incredibly important to Tom. Although, when he’s not spending time in the Scottish countryside with his wife Lucy and two dogs, he may be studying for further exams.
Tom has spent several decades playing and coaching ice hockey, although his spare time is taken up as a member of the Army Reserve. He has represented his regiment in Army ice hockey competitions and long distance endurance events.
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If you’re interested in speaking to us please get in touch, we’d love to hear from you.
