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Trainee Paraplanner & Administrator

Tom assists Stuart with the advice process, as well as carrying out administrative tasks to ensure our client’s financial plans are delivered.

When he’s not at work, Tom enjoys Sports including football, travel, keeping up to date with current affairs and being active.

Get to know Tom

What’s your proudest moment so far in your financial services career?

“Being part of an award-winning team and completing my initial paraplanning entry level exams.”

What do you enjoy most about your work?

“How our approach to advice can lead to positive changes to our client’s lifestyle and goals, both now and long term.”

Why is financial planning so important?

“Same as above.”

Full English or Continental?

“Full English.”

Summer or winter?


Countryside or seaside?


Fiction or non-fiction?


The Beatles or The Stones?

“The Stones.”

Savoury or sweet?


Sunrise or sunset?