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Tom has worked in financial services since 2012, gaining invaluable experience in his early years through administering SIPP/SSAS and investments for clients. He has been a senior wealth management consultant at Mattioli Woods since 2017. Tom is also part of the mentor team internally, helping to train the next generation of wealth management consultants at Mattioli Woods.
He enjoys advising a variety of owner–managed businesses and high–net–worth individuals across the UK, with the aim of helping individuals achieve their financial goals and aspirations though holistic strategies. This is achieved through his strong network of professional connections in the Midlands region who assist with the wider planning needs of his clients, such as business exit strategies, complex tax and trust matter, and personal estate planning.
In his spare time, Tom enjoys keeping fit, cooking, travelling, and spending time with friends and family. Being a local Leicester lad, he is, of course, a huge fan of Leicester City and Leicester Tigers, having played rugby for most of his youth.
