Project Description

Tom is a Partner and Wealth Manager and has worked within financial services for the last 13 years. He helps his clients to build long-term investment solutions, constructing and managing bespoke multi-asset portfolios. Tom works with his clients’ other advisors and uses his accountancy background to ensure that their wealth is managed in a tax-conscious and efficient manner.
Before joining the firm, he worked for Lombard Odier (UK), a privately owned Swiss bank, looking after the financial affairs of High Net Worth and Ultra High Net Worth families.

Tom started his career in accountancy, qualifying as a Chartered Accountant with the ICAEW and working in the tax department at EY, before moving into wealth management with Barclays Wealth.  As well as his accountancy qualification, Tom also holds the CISI Level 7 Chartered Wealth Manager qualification.